+135.9%
HAS vs WING
+656.3%
-520.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.3% |
| 7D | -0.2% | +9.0% | -9.2% | -1.5% |
| 30D | +31.0% | +39.9% | -8.9% | +24.0% |
| 3M | +30.7% | +40.4% | -9.8% | +22.8% |
| 6M | +23.9% | +12.9% | +11.0% | +19.6% |
| YTD | +48.3% | -31.1% | +79.4% | +53.2% |
| 1Y | +60.2% | -32.7% | +92.9% | +65.8% |
| 3Y | +189.2% | -19.8% | +209.0% | +173.1% |
| 5Y | +50.4% | +4.0% | +46.5% | +28.9% |
| 10Y | +104.2% | +684.4% | -580.2% | +11.7% |
| All | +135.9% | +656.3% | -520.5% | +26.2% |
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