+157.2%
GEN vs WING
+618.8%
-461.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.6% | +2.4% |
| 7D | +2.0% | -2.7% | +4.8% | +2.3% |
| 30D | +27.7% | +29.3% | -1.5% | +24.1% |
| 3M | +3.3% | +39.9% | -36.6% | -0.9% |
| 6M | +31.8% | +32.4% | -0.6% | +26.8% |
| YTD | +13.5% | -32.9% | +46.4% | +16.7% |
| 1Y | +16.0% | -31.9% | +47.9% | +18.9% |
| 3Y | +70.6% | -24.9% | +95.5% | +67.3% |
| 5Y | +32.1% | -0.7% | +32.8% | +22.6% |
| All | +157.2% | +618.8% | -461.5% | +86.5% |
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