+325.8%
HWM vs WING
-19.7%
+345.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.5% | +3.9% | +2.6% |
| 7D | +3.3% | +9.0% | -5.7% | +2.3% |
| 30D | -7.6% | +39.9% | -47.5% | -10.8% |
| 3M | -28.9% | +40.4% | -69.3% | -31.6% |
| 6M | -19.7% | +12.9% | -32.6% | -21.4% |
| YTD | +0.5% | -31.1% | +31.6% | +3.5% |
| 1Y | +0.3% | -32.7% | +33.0% | +3.4% |
| 3Y | +325.8% | -19.8% | +345.6% | +254.0% |
| All | +325.8% | -19.7% | +345.5% | +254.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling