-10.9%
DOW vs WING
+74.3%
-85.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.7% |
| 7D | -6.0% | -2.3% | -3.7% | -5.7% |
| 30D | -2.7% | -5.6% | +2.9% | -2.3% |
| 3M | -10.5% | -22.9% | +12.4% | -8.1% |
| 6M | -12.4% | -50.4% | +38.0% | -5.4% |
| YTD | +30.0% | -53.3% | +83.3% | +40.5% |
| 1Y | +27.8% | -61.2% | +89.0% | +41.6% |
| 3Y | -34.9% | -30.1% | -4.9% | -37.7% |
| 5Y | -35.9% | -35.0% | -0.9% | -39.7% |
| All | -10.9% | +74.3% | -85.2% | -37.7% |
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