+1.2%
HAL vs WING
+405.9%
-404.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.4% |
| 7D | +2.9% | -3.9% | +6.8% | +3.5% |
| 30D | +17.0% | -11.6% | +28.6% | +18.8% |
| 3M | -9.7% | -24.2% | +14.5% | -6.6% |
| 6M | +8.6% | -54.1% | +62.7% | +20.4% |
| YTD | +33.0% | -53.9% | +86.9% | +46.1% |
| 1Y | +68.3% | -64.4% | +132.7% | +92.0% |
| 3Y | +0.1% | -30.2% | +30.3% | -6.0% |
| 5Y | +102.6% | -34.1% | +136.7% | +84.6% |
| 10Y | +3.8% | +342.1% | -338.3% | -46.6% |
| All | +1.2% | +405.9% | -404.7% | -51.4% |
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 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