+307.5%
HIG vs WING
+407.0%
-99.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.0% |
| 7D | -1.1% | -0.1% | -0.9% | -1.1% |
| 30D | -4.9% | -6.0% | +1.1% | -4.3% |
| 3M | +6.8% | -23.5% | +30.3% | +10.1% |
| 6M | -1.7% | -52.0% | +50.3% | +7.6% |
| YTD | -0.2% | -53.8% | +53.6% | +8.9% |
| 1Y | +5.7% | -63.8% | +69.5% | +19.1% |
| 3Y | +100.3% | -30.8% | +131.1% | +91.1% |
| 5Y | +118.5% | -34.3% | +152.8% | +101.9% |
| 10Y | +309.7% | +352.4% | -42.7% | +133.5% |
| All | +307.5% | +407.0% | -99.5% | +123.0% |
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