+16.8%
DOC vs WING
+702.5%
-685.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.7% | -0.6% | +2.7% |
| 7D | +8.7% | +21.0% | -12.2% | +6.2% |
| 30D | +7.6% | +56.9% | -49.3% | +1.6% |
| 3M | -5.3% | +38.4% | -43.6% | -9.5% |
| 6M | +27.6% | +12.0% | +15.6% | +24.4% |
| YTD | +32.4% | -29.2% | +61.6% | +35.5% |
| 1Y | +22.9% | -28.8% | +51.7% | +25.4% |
| 3Y | +43.1% | -17.8% | +60.9% | +36.1% |
| 5Y | -21.4% | +8.5% | -29.9% | -31.1% |
| 10Y | +16.8% | +705.3% | -688.4% | -25.5% |
| All | +16.8% | +702.5% | -685.7% | -25.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling