+1,579.2%
HWM vs WING
+742.9%
+836.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +8.4% | -3.3% | +3.7% |
| 7D | +1.6% | +8.6% | -7.0% | +0.2% |
| 30D | -3.9% | +44.8% | -48.7% | -9.8% |
| 3M | -23.2% | +51.9% | -75.2% | -28.9% |
| 6M | -20.0% | +37.2% | -57.2% | -25.5% |
| YTD | +5.7% | -25.3% | +31.0% | +7.9% |
| 1Y | +4.9% | -25.1% | +30.0% | +6.6% |
| 3Y | +347.0% | -12.9% | +359.9% | +320.1% |
| 5Y | +563.0% | +12.0% | +551.0% | +463.4% |
| 10Y | +1,579.2% | +716.5% | +862.7% | +737.4% |
| All | +1,579.2% | +742.9% | +836.3% | +737.4% |
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 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