+29.4%
EMB vs WING
-19.7%
+49.1%
-5.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | 0.0% |
| 7D | -0.1% | +9.0% | -9.1% | -0.3% |
| 30D | +1.3% | +39.9% | -38.6% | +0.4% |
| 3M | -2.2% | +40.4% | -42.7% | -3.2% |
| 6M | -2.3% | +12.9% | -15.2% | -2.8% |
| YTD | -0.6% | -31.1% | +30.5% | -0.1% |
| 1Y | +0.5% | -32.7% | +33.2% | +1.1% |
| 3Y | +29.4% | -19.8% | +49.2% | +23.5% |
| All | +29.4% | -19.7% | +49.1% | +23.5% |
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