+281.9%
EMR vs WING
+354.6%
-72.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.7% | -0.5% |
| 7D | +3.1% | -0.1% | +3.2% | +3.1% |
| 30D | -3.5% | -6.0% | +2.5% | -2.8% |
| 3M | +9.8% | -23.5% | +33.3% | +14.0% |
| 6M | +10.8% | -52.0% | +62.8% | +24.3% |
| YTD | +15.9% | -53.8% | +69.7% | +30.2% |
| 1Y | +16.4% | -63.8% | +80.2% | +35.8% |
| 3Y | +62.1% | -30.8% | +92.9% | +59.1% |
| 5Y | +62.9% | -34.3% | +97.2% | +55.1% |
| All | +281.9% | +354.6% | -72.7% | +129.7% |
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