+416.7%
FLEX vs WING
+4.1%
+412.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.5% | +6.0% | +4.8% |
| 7D | -19.3% | +9.0% | -28.4% | -20.6% |
| 30D | -41.5% | +39.9% | -81.5% | -44.8% |
| 3M | -43.1% | +40.4% | -83.5% | -46.6% |
| 6M | -48.2% | +12.9% | -61.1% | -50.2% |
| YTD | +15.5% | -31.1% | +46.6% | +19.9% |
| 1Y | +10.2% | -32.7% | +42.9% | +14.5% |
| 3Y | +256.8% | -19.8% | +276.6% | +228.2% |
| All | +416.7% | +4.1% | +412.6% | +297.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling