+302.5%
DOV vs WING
+359.3%
-56.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.7% | -1.9% |
| 7D | +1.3% | -2.3% | +3.6% | +1.7% |
| 30D | -8.6% | -5.6% | -3.0% | -8.0% |
| 3M | -13.1% | -22.9% | +9.8% | -9.9% |
| 6M | -8.8% | -50.4% | +41.6% | +1.6% |
| YTD | -1.2% | -53.3% | +52.1% | +10.1% |
| 1Y | +10.7% | -61.2% | +71.9% | +27.0% |
| 3Y | +39.3% | -30.1% | +69.3% | +33.3% |
| 5Y | +16.4% | -35.0% | +51.4% | +8.2% |
| 10Y | +302.5% | +375.5% | -73.0% | +135.4% |
| All | +302.5% | +359.3% | -56.8% | +135.4% |
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 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