+1,516.8%
HWM vs WING
+686.1%
+830.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.7% | +3.9% | +2.5% |
| 7D | +5.0% | -0.5% | +5.5% | +5.0% |
| 30D | +1.5% | +32.3% | -30.8% | -3.3% |
| 3M | -20.3% | +50.2% | -70.5% | -26.1% |
| 6M | -18.0% | +31.7% | -49.7% | -23.2% |
| YTD | +9.5% | -29.6% | +39.1% | +12.8% |
| 1Y | +7.5% | -29.7% | +37.2% | +10.4% |
| 3Y | +355.7% | -19.8% | +375.4% | +334.3% |
| 5Y | +610.2% | +3.1% | +607.1% | +512.0% |
| 10Y | +1,516.8% | +682.9% | +833.9% | +690.1% |
| All | +1,516.8% | +686.1% | +830.7% | +690.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling