+83.5%
HAS vs WING
+405.9%
-322.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.4% |
| 7D | -1.8% | -3.9% | +2.0% | -1.2% |
| 30D | +2.3% | -11.6% | +13.8% | +3.9% |
| 3M | +10.4% | -24.2% | +34.6% | +14.4% |
| 6M | -3.2% | -54.1% | +50.8% | +8.2% |
| YTD | +15.4% | -53.9% | +69.3% | +27.7% |
| 1Y | +18.8% | -64.4% | +83.2% | +36.6% |
| 3Y | +43.9% | -30.2% | +74.1% | +37.6% |
| 5Y | +13.9% | -34.1% | +48.0% | +5.4% |
| 10Y | +56.4% | +342.1% | -285.7% | -6.4% |
| All | +83.5% | +405.9% | -322.3% | +5.2% |
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