+55.2%
HYG vs WING
+407.7%
-352.5%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.0% | -6.0% | -0.4% |
| 7D | -0.7% | +7.2% | -7.9% | -1.1% |
| 30D | -0.7% | +4.8% | -5.5% | -1.1% |
| 3M | -0.2% | -23.7% | +23.5% | +1.2% |
| 6M | +1.4% | -43.6% | +45.0% | +4.6% |
| YTD | +1.5% | -50.6% | +52.0% | +5.1% |
| 1Y | +2.9% | -57.0% | +59.9% | +7.4% |
| 3Y | +25.6% | -28.3% | +53.9% | +23.1% |
| 5Y | +18.6% | -32.4% | +51.0% | +13.7% |
| All | +55.2% | +407.7% | -352.5% | +29.6% |
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