+335.9%
DOV vs WING
+672.3%
-336.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.5% |
| 7D | -0.1% | -0.5% | +0.4% | 0.0% |
| 30D | +11.3% | +32.3% | -21.0% | +5.9% |
| 3M | +2.2% | +50.2% | -48.0% | -5.5% |
| 6M | -2.9% | +31.7% | -34.6% | -9.0% |
| YTD | +9.6% | -29.6% | +39.2% | +13.1% |
| 1Y | +16.7% | -29.7% | +46.4% | +20.1% |
| 3Y | +66.9% | -19.8% | +86.7% | +58.4% |
| 5Y | +32.0% | +3.1% | +28.9% | +13.7% |
| 10Y | +334.8% | +682.9% | -348.1% | +140.2% |
| All | +335.9% | +672.3% | -336.4% | +132.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling