+141.6%
HAS vs WING
+685.5%
-543.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.2% | +4.9% | +1.4% |
| 7D | +3.3% | +5.0% | -1.7% | +2.4% |
| 30D | +30.5% | +38.7% | -8.2% | +23.6% |
| 3M | +29.9% | +44.7% | -14.8% | +21.5% |
| 6M | +26.5% | +31.5% | -4.9% | +19.2% |
| YTD | +51.9% | -28.4% | +80.4% | +56.0% |
| 1Y | +60.9% | -28.2% | +89.1% | +64.7% |
| 3Y | +215.0% | -18.4% | +233.4% | +196.9% |
| 5Y | +51.5% | +5.2% | +46.3% | +29.7% |
| 10Y | +102.2% | +699.8% | -597.6% | +10.2% |
| All | +141.6% | +685.5% | -543.9% | +28.4% |
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