+60.0%
DLR vs WING
-31.3%
+91.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | +3.4% | -0.1% | +3.5% | +3.4% |
| 30D | -2.2% | -6.0% | +3.8% | -2.0% |
| 3M | +4.7% | -23.5% | +28.2% | +6.0% |
| 6M | +9.0% | -52.0% | +61.0% | +13.9% |
| YTD | +24.1% | -53.8% | +77.9% | +29.3% |
| 1Y | +20.9% | -63.8% | +84.7% | +29.2% |
| 3Y | +60.0% | -30.8% | +90.8% | +33.1% |
| All | +60.0% | -31.3% | +91.3% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded WING wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling