+25.0%
HL vs WING
-23.2%
+48.2%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +3.7% | +9.4% | +12.5% |
| 7D | +0.2% | +21.0% | -20.8% | -2.9% |
| 30D | -12.1% | +56.9% | -69.0% | -18.7% |
| 3M | -2.8% | +38.4% | -41.2% | -8.6% |
| 6M | -14.9% | +12.0% | -26.9% | -16.2% |
| YTD | -22.0% | -29.2% | +7.2% | -10.0% |
| 1Y | +25.0% | -28.8% | +53.8% | +46.5% |
| All | +25.0% | -23.2% | +48.2% | +46.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling