+154.5%
EWT vs WING
-33.6%
+188.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | +0.1% |
| 7D | +2.1% | -2.3% | +4.4% | +2.4% |
| 30D | +9.4% | -5.6% | +15.0% | +9.8% |
| 3M | +10.9% | -22.9% | +33.8% | +13.5% |
| 6M | +57.9% | -50.4% | +108.4% | +70.1% |
| YTD | +75.9% | -53.3% | +129.2% | +89.5% |
| 1Y | +89.7% | -61.2% | +150.9% | +108.7% |
| 3Y | +200.9% | -30.1% | +230.9% | +191.7% |
| 5Y | +154.5% | -35.0% | +189.5% | +137.1% |
| All | +154.5% | -33.6% | +188.1% | +137.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling