+234.6%
GEN vs WING
+719.8%
-485.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.4% | -8.4% | -0.9% |
| 7D | -0.3% | +8.6% | -8.9% | -1.2% |
| 30D | +28.2% | +44.8% | -16.6% | +22.9% |
| 3M | +2.6% | +51.9% | -49.3% | -2.5% |
| 6M | +32.7% | +37.2% | -4.5% | +27.0% |
| YTD | +11.3% | -25.3% | +36.6% | +13.1% |
| 1Y | +17.9% | -25.1% | +43.0% | +19.7% |
| 3Y | +66.3% | -12.9% | +79.2% | +60.4% |
| 5Y | +31.7% | +12.0% | +19.7% | +20.2% |
| 10Y | +150.0% | +716.5% | -566.5% | +70.0% |
| All | +234.6% | +719.8% | -485.2% | +120.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling