+257.9%
HD vs WING
+742.9%
-485.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.4% | -5.5% | +1.4% |
| 7D | +3.6% | +8.6% | -5.0% | +2.1% |
| 30D | +21.6% | +44.8% | -23.2% | +13.4% |
| 3M | +0.1% | +51.9% | -51.8% | -8.1% |
| 6M | +13.0% | +37.2% | -24.2% | +5.0% |
| YTD | +4.9% | -25.3% | +30.2% | +7.5% |
| 1Y | -2.1% | -25.1% | +23.0% | 0.0% |
| 3Y | +32.6% | -12.9% | +45.5% | +22.6% |
| 5Y | +8.2% | +12.0% | -3.8% | -10.2% |
| 10Y | +257.9% | +716.5% | -458.6% | +102.4% |
| All | +257.9% | +742.9% | -485.0% | +102.4% |
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