+588.2%
HBM vs WING
+407.7%
+180.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.0% | -6.4% | -1.9% |
| 7D | -3.3% | +7.2% | -10.5% | -4.9% |
| 30D | -4.8% | +4.8% | -9.6% | -6.4% |
| 3M | -0.4% | -23.7% | +23.3% | +4.8% |
| 6M | +17.9% | -43.6% | +61.5% | +32.5% |
| YTD | +33.7% | -50.6% | +84.3% | +53.6% |
| 1Y | +95.6% | -57.0% | +152.6% | +130.5% |
| 3Y | +458.1% | -28.3% | +486.4% | +425.2% |
| 5Y | +329.0% | -32.4% | +361.4% | +290.4% |
| All | +588.2% | +407.7% | +180.5% | +212.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling