+37.2%
M vs WING
-23.2%
+60.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +3.7% | +3.9% | +6.9% |
| 7D | +8.3% | +21.0% | -12.7% | +4.3% |
| 30D | +14.2% | +56.9% | -42.7% | +4.3% |
| 3M | -1.1% | +38.4% | -39.5% | -7.9% |
| 6M | +36.6% | +12.0% | +24.6% | +32.0% |
| YTD | +19.8% | -29.2% | +49.0% | +23.5% |
| 1Y | +37.2% | -28.8% | +66.0% | +38.5% |
| All | +37.2% | -23.2% | +60.4% | +38.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling