+331.1%
HBM vs WING
-35.5%
+366.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.1% | -7.5% | -7.5% |
| 7D | -3.7% | +0.2% | -3.9% | -3.8% |
| 30D | -3.7% | -0.5% | -3.2% | -4.0% |
| 3M | +8.0% | -23.9% | +31.9% | +12.8% |
| 6M | +15.8% | -48.9% | +64.7% | +30.6% |
| YTD | +34.4% | -53.3% | +87.7% | +53.2% |
| 1Y | +98.2% | -60.3% | +158.5% | +132.3% |
| 3Y | +476.6% | -30.1% | +506.7% | +437.3% |
| 5Y | +331.1% | -36.2% | +367.3% | +292.1% |
| All | +331.1% | -35.5% | +366.6% | +292.1% |
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