+3,644.4%
FIX vs WING
+675.9%
+2,968.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.5% | +0.2% |
| 7D | -13.9% | +5.0% | -18.9% | -14.8% |
| 30D | -35.5% | +38.7% | -74.2% | -40.0% |
| 3M | -33.9% | +44.7% | -78.7% | -39.5% |
| 6M | -43.3% | +31.5% | -74.8% | -47.7% |
| YTD | +18.7% | -28.4% | +47.1% | +22.2% |
| 1Y | +13.8% | -28.2% | +41.9% | +16.7% |
| 3Y | +495.0% | -18.4% | +513.4% | +472.0% |
| 5Y | +1,049.0% | +5.2% | +1,043.8% | +889.6% |
| 10Y | +3,644.4% | +699.8% | +2,944.6% | +1,762.9% |
| All | +3,644.4% | +675.9% | +2,968.6% | +1,762.9% |
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