+249.3%
HL vs WING
-33.6%
+282.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | +1.8% |
| 7D | +0.4% | -2.3% | +2.7% | +0.7% |
| 30D | +18.8% | -5.6% | +24.5% | +19.6% |
| 3M | +43.7% | -22.9% | +66.6% | +48.6% |
| 6M | -1.0% | -50.4% | +49.4% | +8.5% |
| YTD | +8.7% | -53.3% | +62.0% | +20.1% |
| 1Y | +105.0% | -61.2% | +166.2% | +131.2% |
| 3Y | +427.3% | -30.1% | +457.3% | +400.0% |
| 5Y | +249.3% | -35.0% | +284.3% | +188.2% |
| All | +249.3% | -33.6% | +282.9% | +188.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling