+102.2%
HIG vs WING
-25.6%
+127.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.0% | -6.3% | -0.6% |
| 7D | -1.5% | +7.2% | -8.7% | -1.7% |
| 30D | -0.4% | +4.8% | -5.1% | -0.6% |
| 3M | +6.7% | -23.7% | +30.3% | +7.7% |
| 6M | +2.0% | -43.6% | +45.5% | +4.3% |
| YTD | +0.3% | -50.6% | +50.9% | +2.9% |
| 1Y | +4.2% | -57.0% | +61.2% | +7.5% |
| 3Y | +102.2% | -28.3% | +130.5% | +86.2% |
| All | +102.2% | -25.6% | +127.8% | +86.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling