+205.0%
HD vs WING
+341.7%
-136.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.3% |
| 7D | -1.2% | -0.1% | -1.0% | -1.2% |
| 30D | -11.1% | -6.0% | -5.1% | -10.4% |
| 3M | +2.0% | -23.5% | +25.5% | +6.4% |
| 6M | -10.5% | -52.0% | +41.5% | +1.2% |
| YTD | -6.9% | -53.8% | +46.9% | +4.8% |
| 1Y | -23.2% | -63.8% | +40.6% | -10.0% |
| 3Y | +3.1% | -30.8% | +33.8% | -1.6% |
| 5Y | +7.4% | -34.3% | +41.7% | -1.4% |
| 10Y | +205.0% | +352.4% | -147.4% | +87.2% |
| All | +205.0% | +341.7% | -136.7% | +87.2% |
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 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