+183.8%
EXC vs WING
+742.9%
-559.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +8.4% | -8.3% | -0.6% |
| 7D | -1.7% | +8.6% | -10.3% | -2.4% |
| 30D | +9.3% | +44.8% | -35.4% | +5.8% |
| 3M | +1.0% | +51.9% | -50.9% | -2.9% |
| 6M | +5.9% | +37.2% | -31.3% | +2.3% |
| YTD | +7.6% | -25.3% | +32.9% | +8.6% |
| 1Y | +2.4% | -25.1% | +27.5% | +3.1% |
| 3Y | +30.2% | -12.9% | +43.2% | +22.5% |
| 5Y | +41.4% | +12.0% | +29.3% | +24.5% |
| 10Y | +183.8% | +716.5% | -532.7% | +81.3% |
| All | +183.8% | +742.9% | -559.1% | +81.3% |
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