+27.7%
EXC vs WING
-19.7%
+47.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -2.0% |
| 7D | -1.2% | +9.0% | -10.2% | -1.1% |
| 30D | +10.0% | +39.9% | -30.0% | +10.5% |
| 3M | +1.6% | +40.4% | -38.8% | +2.1% |
| 6M | +3.3% | +12.9% | -9.6% | +3.4% |
| YTD | +7.6% | -31.1% | +38.6% | +6.1% |
| 1Y | +3.5% | -32.7% | +36.2% | +2.1% |
| 3Y | +27.7% | -19.8% | +47.5% | +4.8% |
| All | +27.7% | -19.7% | +47.3% | +4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling