+301.7%
HIG vs WING
+407.7%
-106.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.0% | -6.3% | -1.1% |
| 7D | -1.5% | +7.2% | -8.7% | -2.4% |
| 30D | -0.4% | +4.8% | -5.1% | -1.2% |
| 3M | +6.7% | -23.7% | +30.3% | +10.0% |
| 6M | +2.0% | -43.6% | +45.5% | +9.0% |
| YTD | +0.3% | -50.6% | +50.9% | +8.3% |
| 1Y | +4.2% | -57.0% | +61.2% | +14.3% |
| 3Y | +102.2% | -28.3% | +130.5% | +91.3% |
| 5Y | +118.5% | -32.4% | +150.9% | +101.3% |
| All | +301.7% | +407.7% | -106.0% | +119.6% |
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