+276.1%
EMR vs WING
+685.5%
-409.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.2% | +3.0% | -0.4% |
| 7D | +0.7% | +5.0% | -4.3% | -0.1% |
| 30D | +3.5% | +38.7% | -35.2% | -2.5% |
| 3M | +5.9% | +44.7% | -38.8% | -1.6% |
| 6M | +19.4% | +31.5% | -12.0% | +11.9% |
| YTD | +27.7% | -28.4% | +56.1% | +32.1% |
| 1Y | +30.9% | -28.2% | +59.1% | +35.1% |
| 3Y | +104.2% | -18.4% | +122.6% | +95.7% |
| 5Y | +89.6% | +5.2% | +84.4% | +66.0% |
| 10Y | +280.0% | +699.8% | -419.8% | +105.3% |
| All | +276.1% | +685.5% | -409.4% | +99.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling