+53.9%
GD vs WING
-19.7%
+73.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.8% | -0.6% |
| 7D | -5.0% | +9.0% | -14.0% | -5.3% |
| 30D | +8.9% | +39.9% | -31.0% | +7.6% |
| 3M | -8.0% | +40.4% | -48.5% | -9.3% |
| 6M | +2.9% | +12.9% | -10.0% | +2.2% |
| YTD | +7.1% | -31.1% | +38.1% | +8.5% |
| 1Y | +5.9% | -32.7% | +38.6% | +7.4% |
| 3Y | +53.9% | -19.8% | +73.7% | +44.9% |
| All | +53.9% | -19.7% | +73.5% | +44.9% |
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 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