-13.0%
HAL vs WING
+719.8%
-732.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +8.4% | -8.3% | -1.0% |
| 7D | -7.9% | +8.6% | -16.4% | -9.0% |
| 30D | -2.1% | +44.8% | -46.8% | -7.4% |
| 3M | +0.4% | +51.9% | -51.5% | -6.3% |
| 6M | -19.2% | +37.2% | -56.5% | -24.3% |
| YTD | +14.4% | -25.3% | +39.7% | +16.4% |
| 1Y | +18.0% | -25.1% | +43.1% | +19.7% |
| 3Y | -9.7% | -12.9% | +3.2% | -16.6% |
| 5Y | +40.1% | +12.0% | +28.1% | +17.4% |
| 10Y | -19.1% | +716.5% | -735.6% | -62.6% |
| All | -13.0% | +719.8% | -732.8% | -61.3% |
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