+219.0%
HBM vs WING
+407.0%
-188.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.2% | +5.5% | +5.7% |
| 7D | +7.4% | -0.1% | +7.5% | +7.4% |
| 30D | +5.1% | -6.0% | +11.1% | +6.1% |
| 3M | +11.1% | -23.5% | +34.6% | +17.2% |
| 6M | +30.2% | -52.0% | +82.2% | +53.5% |
| YTD | +46.2% | -53.8% | +100.0% | +72.0% |
| 1Y | +120.0% | -63.8% | +183.8% | +173.6% |
| 3Y | +527.4% | -30.8% | +558.2% | +493.7% |
| 5Y | +400.4% | -34.3% | +434.7% | +355.9% |
| 10Y | +621.5% | +352.4% | +269.1% | +206.2% |
| All | +219.0% | +407.0% | -188.0% | +21.2% |
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