+51.9%
DOW vs WING
-23.2%
+75.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.7% | -7.0% | -3.0% |
| 7D | -4.2% | +21.0% | -25.2% | -3.3% |
| 30D | +14.7% | +56.9% | -42.2% | +17.4% |
| 3M | +9.1% | +38.4% | -29.3% | +11.2% |
| 6M | -17.7% | +12.0% | -29.6% | -16.5% |
| YTD | +44.6% | -29.2% | +73.9% | +45.9% |
| 1Y | +51.9% | -28.8% | +80.7% | +51.9% |
| All | +51.9% | -23.2% | +75.1% | +51.9% |
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