+95.1%
F vs WING
+341.2%
-246.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.4% | +1.6% |
| 7D | +5.3% | -3.9% | +9.2% | +6.0% |
| 30D | +4.6% | -11.6% | +16.2% | +6.7% |
| 3M | -3.7% | -24.2% | +20.5% | +0.4% |
| 6M | +16.8% | -54.1% | +70.9% | +32.2% |
| YTD | +15.3% | -53.9% | +69.2% | +29.1% |
| 1Y | +31.0% | -64.4% | +95.4% | +52.9% |
| 3Y | +45.4% | -30.2% | +75.6% | +38.4% |
| 5Y | +54.7% | -34.1% | +88.8% | +39.9% |
| All | +95.1% | +341.2% | -246.1% | +25.4% |
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