+1,573.3%
HWM vs WING
+415.1%
+1,158.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | +0.2% | -10.9% | -10.7% |
| 7D | -9.2% | -0.1% | -9.0% | -9.2% |
| 30D | -17.9% | -6.0% | -11.8% | -17.2% |
| 3M | -6.0% | -23.5% | +17.4% | -2.7% |
| 6M | -7.4% | -52.0% | +44.6% | +3.4% |
| YTD | +13.1% | -53.8% | +66.9% | +25.6% |
| 1Y | +29.3% | -63.8% | +93.1% | +49.5% |
| 3Y | +389.9% | -30.8% | +420.7% | +374.9% |
| 5Y | +655.5% | -34.3% | +689.8% | +604.4% |
| All | +1,573.3% | +415.1% | +1,158.3% | +835.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling