+1,773.8%
HWM vs WING
+413.9%
+1,359.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.3% |
| 7D | -2.1% | -3.9% | +1.7% | -1.5% |
| 30D | -11.0% | -11.6% | +0.6% | -9.4% |
| 3M | +4.0% | -24.2% | +28.2% | +7.9% |
| 6M | -0.2% | -54.1% | +53.8% | +12.3% |
| YTD | +26.7% | -53.9% | +80.6% | +40.7% |
| 1Y | +44.7% | -64.4% | +109.1% | +67.8% |
| 3Y | +426.1% | -30.2% | +456.3% | +408.9% |
| 5Y | +738.5% | -34.1% | +772.6% | +681.3% |
| All | +1,773.8% | +413.9% | +1,359.9% | +947.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling