+44.3%
DOC vs WING
-17.6%
+61.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.7% | -0.6% | +2.9% |
| 7D | +8.7% | +21.0% | -12.2% | +7.6% |
| 30D | +7.6% | +56.9% | -49.3% | +5.0% |
| 3M | -5.3% | +38.4% | -43.6% | -7.1% |
| 6M | +27.6% | +12.0% | +15.6% | +26.2% |
| YTD | +32.4% | -29.2% | +61.6% | +33.7% |
| 1Y | +22.9% | -28.8% | +51.7% | +23.9% |
| All | +44.3% | -17.6% | +61.8% | +11.2% |
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