+5.9%
EXC vs WING
-64.3%
+70.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | +1.2% | -0.1% | +1.4% | +1.2% |
| 30D | -2.7% | -6.0% | +3.3% | -2.8% |
| 3M | -1.0% | -23.5% | +22.5% | -1.4% |
| 6M | -9.3% | -52.0% | +42.7% | -11.9% |
| YTD | +3.6% | -53.8% | +57.4% | +0.1% |
| 1Y | +5.9% | -63.8% | +69.7% | +2.5% |
| All | +5.9% | -64.3% | +70.2% | +2.5% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling