+142.8%
EFA vs WING
+407.7%
-264.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.0% | -5.0% | +0.3% |
| 7D | -1.5% | +7.2% | -8.8% | -2.4% |
| 30D | -1.7% | +4.8% | -6.4% | -2.4% |
| 3M | +3.5% | -23.7% | +27.2% | +6.3% |
| 6M | +9.5% | -43.6% | +53.0% | +16.2% |
| YTD | +12.9% | -50.6% | +63.4% | +21.1% |
| 1Y | +18.2% | -57.0% | +75.2% | +28.5% |
| 3Y | +64.8% | -28.3% | +93.1% | +60.1% |
| 5Y | +53.9% | -32.4% | +86.3% | +45.3% |
| All | +142.8% | +407.7% | -264.9% | +71.7% |
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