+3,800.0%
FIX vs WING
+742.9%
+3,057.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +8.4% | +1.0% | +7.7% |
| 7D | -7.2% | +8.6% | -15.8% | -8.8% |
| 30D | -35.1% | +44.8% | -79.9% | -40.1% |
| 3M | -34.3% | +51.9% | -86.2% | -40.4% |
| 6M | -42.9% | +37.2% | -80.2% | -47.8% |
| YTD | +19.5% | -25.3% | +44.7% | +22.0% |
| 1Y | +16.8% | -25.1% | +41.9% | +18.8% |
| 3Y | +506.7% | -12.9% | +519.6% | +475.7% |
| 5Y | +1,046.7% | +12.0% | +1,034.7% | +875.6% |
| 10Y | +3,800.0% | +716.5% | +3,083.5% | +1,886.1% |
| All | +3,800.0% | +742.9% | +3,057.1% | +1,886.1% |
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