+280.3%
EMR vs WING
+620.6%
-340.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.5% | +4.4% | +0.7% |
| 7D | +2.7% | -3.9% | +6.6% | +3.3% |
| 30D | +2.1% | +26.6% | -24.5% | -2.3% |
| 3M | +2.3% | +42.5% | -40.3% | -4.8% |
| 6M | +22.5% | +29.4% | -6.9% | +14.9% |
| YTD | +27.2% | -32.8% | +60.0% | +33.1% |
| 1Y | +28.0% | -33.5% | +61.5% | +33.9% |
| 3Y | +103.4% | -23.4% | +126.8% | +96.7% |
| 5Y | +88.2% | -0.4% | +88.6% | +65.6% |
| All | +280.3% | +620.6% | -340.3% | +95.4% |
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