-48.1%
DOCS vs WING
-31.6%
-16.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.1% | -3.2% | -4.1% |
| 7D | -1.3% | +14.0% | -15.3% | -3.5% |
| 30D | +19.4% | +47.7% | -28.3% | +11.6% |
| 3M | +53.4% | +34.2% | +19.2% | +45.0% |
| 6M | +28.8% | +13.6% | +15.2% | +24.1% |
| YTD | -25.1% | -30.0% | +5.0% | -21.9% |
| 1Y | -48.1% | -33.9% | -14.2% | -44.4% |
| All | -48.1% | -31.6% | -16.6% | -44.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling