+419.5%
HL vs WING
-29.7%
+449.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | +1.8% |
| 7D | +0.4% | -2.3% | +2.7% | +0.6% |
| 30D | +18.8% | -5.6% | +24.5% | +19.3% |
| 3M | +43.7% | -22.9% | +66.6% | +47.0% |
| 6M | -1.0% | -50.4% | +49.4% | +5.1% |
| YTD | +8.7% | -53.3% | +62.0% | +16.7% |
| 1Y | +105.0% | -61.2% | +166.2% | +122.6% |
| All | +419.5% | -29.7% | +449.2% | +451.3% |
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