+32.0%
DOV vs WING
+3.2%
+28.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.4% |
| 7D | -0.1% | -0.5% | +0.4% | -0.1% |
| 30D | +11.3% | +32.3% | -21.0% | +7.0% |
| 3M | +2.2% | +50.2% | -48.0% | -3.9% |
| 6M | -2.9% | +31.7% | -34.6% | -7.7% |
| YTD | +9.6% | -29.6% | +39.2% | +12.8% |
| 1Y | +16.7% | -29.7% | +46.4% | +19.8% |
| 3Y | +66.9% | -19.8% | +86.7% | +57.4% |
| 5Y | +32.0% | +3.1% | +28.9% | +11.6% |
| All | +32.0% | +3.2% | +28.8% | +11.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling