-34.6%
DOW vs WING
-31.3%
-3.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | -2.9% | -0.1% | -2.8% | -2.9% |
| 30D | +2.0% | -6.0% | +8.0% | +2.2% |
| 3M | -12.5% | -23.5% | +10.9% | -11.5% |
| 6M | -9.2% | -52.0% | +42.8% | -5.2% |
| YTD | +30.8% | -53.8% | +84.6% | +36.4% |
| 1Y | +29.4% | -63.8% | +93.2% | +38.2% |
| 3Y | -34.6% | -30.8% | -3.8% | -40.3% |
| All | -34.6% | -31.3% | -3.3% | -40.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling