+29.7%
EMB vs WING
+379.2%
-349.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.8% | -0.8% |
| 7D | -1.1% | +0.2% | -1.3% | -1.1% |
| 30D | -1.1% | -0.5% | -0.6% | -1.1% |
| 3M | -0.8% | -23.9% | +23.1% | +0.8% |
| 6M | -0.1% | -48.9% | +48.8% | +4.1% |
| YTD | +0.4% | -53.3% | +53.8% | +4.9% |
| 1Y | +3.3% | -60.3% | +63.6% | +8.9% |
| 3Y | +29.0% | -30.1% | +59.1% | +26.2% |
| 5Y | +6.3% | -36.2% | +42.5% | +2.2% |
| All | +29.7% | +379.2% | -349.5% | +7.7% |
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