+50.2%
HAS vs WING
-2.2%
+52.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.5% | +2.4% | -1.6% |
| 7D | +1.6% | -3.9% | +5.5% | +2.0% |
| 30D | +26.6% | +26.6% | 0.0% | +23.0% |
| 3M | +29.0% | +42.5% | -13.5% | +23.2% |
| 6M | +30.6% | +29.4% | +1.2% | +25.2% |
| YTD | +51.5% | -32.8% | +84.3% | +56.2% |
| 1Y | +58.5% | -33.5% | +91.9% | +63.2% |
| 3Y | +214.1% | -23.4% | +237.5% | +196.6% |
| 5Y | +50.2% | -0.4% | +50.7% | +28.0% |
| All | +50.2% | -2.2% | +52.4% | +28.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling