+96.9%
GLD vs WING
-23.6%
+120.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.4% | +0.2% |
| 7D | -4.6% | -2.7% | -1.9% | -4.5% |
| 30D | -5.5% | +29.3% | -34.7% | -5.8% |
| 3M | -10.9% | +39.9% | -50.8% | -11.4% |
| 6M | -17.4% | +32.4% | -49.9% | -17.7% |
| YTD | -10.3% | -32.9% | +22.6% | -10.1% |
| 1Y | -7.2% | -31.9% | +24.7% | -6.8% |
| 3Y | +96.9% | -24.9% | +121.8% | +94.4% |
| All | +96.9% | -23.6% | +120.5% | +94.4% |
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