+741.5%
HWM vs WING
-34.0%
+775.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.3% |
| 7D | -2.1% | -3.9% | +1.7% | -1.6% |
| 30D | -11.0% | -11.6% | +0.6% | -9.6% |
| 3M | +4.0% | -24.2% | +28.2% | +7.4% |
| 6M | -0.2% | -54.1% | +53.8% | +11.0% |
| YTD | +26.7% | -53.9% | +80.6% | +39.2% |
| 1Y | +44.7% | -64.4% | +109.1% | +65.9% |
| 3Y | +426.1% | -30.2% | +456.3% | +401.3% |
| All | +741.5% | -34.0% | +775.4% | +643.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling