+4.4%
HWM vs WING
-23.2%
+27.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +3.7% | -8.0% | -4.3% |
| 7D | +9.4% | +21.0% | -11.6% | +9.1% |
| 30D | -7.0% | +56.9% | -63.9% | -7.1% |
| 3M | -25.9% | +38.4% | -64.2% | -26.1% |
| 6M | -10.8% | +12.0% | -22.8% | -11.0% |
| YTD | +4.3% | -29.2% | +33.6% | +3.3% |
| 1Y | +4.4% | -28.8% | +33.2% | +2.8% |
| All | +4.4% | -23.2% | +27.6% | +2.8% |
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