-48.1%
DOCS vs WING
-35.4%
-12.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.8% |
| 7D | -0.8% | +9.0% | -9.8% | -2.2% |
| 30D | +17.4% | +39.9% | -22.5% | +10.8% |
| 3M | +57.4% | +40.4% | +16.9% | +47.4% |
| 6M | +26.5% | +12.9% | +13.7% | +22.1% |
| YTD | -26.6% | -31.1% | +4.5% | -23.3% |
| 1Y | -48.1% | -32.7% | -15.3% | -46.1% |
| All | -48.1% | -35.4% | -12.6% | -46.1% |
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 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