+126.0%
DUK vs WING
+407.7%
-281.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.0% | -5.9% | -0.2% |
| 7D | -0.7% | +7.2% | -7.9% | -1.0% |
| 30D | -2.4% | +4.8% | -7.2% | -2.7% |
| 3M | -3.0% | -23.7% | +20.7% | -2.0% |
| 6M | -6.6% | -43.6% | +37.0% | -4.4% |
| YTD | +4.6% | -50.6% | +55.1% | +7.3% |
| 1Y | +1.2% | -57.0% | +58.3% | +4.5% |
| 3Y | +45.7% | -28.3% | +73.9% | +40.9% |
| 5Y | +40.3% | -32.4% | +72.7% | +34.2% |
| All | +126.0% | +407.7% | -281.7% | +79.4% |
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