+248.5%
GLDM vs WING
+142.2%
+106.3%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.9% |
| 7D | -0.5% | -3.9% | +3.3% | -0.4% |
| 30D | +4.4% | -11.6% | +16.0% | +4.7% |
| 3M | -1.1% | -24.2% | +23.1% | -0.4% |
| 6M | -13.7% | -54.1% | +40.4% | -12.0% |
| YTD | +2.8% | -53.9% | +56.7% | +4.7% |
| 1Y | +24.8% | -64.4% | +89.2% | +28.0% |
| 3Y | +127.8% | -30.2% | +158.0% | +125.3% |
| 5Y | +141.1% | -34.1% | +175.3% | +137.8% |
| All | +248.5% | +142.2% | +106.3% | +221.3% |
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