+554.8%
MA vs WING
+742.9%
-188.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.4% | -7.9% | -1.0% |
| 7D | -0.3% | +8.6% | -8.9% | -1.8% |
| 30D | +11.3% | +44.8% | -33.4% | +4.1% |
| 3M | +16.7% | +51.9% | -35.3% | +7.5% |
| 6M | +32.8% | +37.2% | -4.4% | +23.6% |
| YTD | +15.6% | -25.3% | +40.9% | +18.4% |
| 1Y | +19.6% | -25.1% | +44.7% | +22.0% |
| 3Y | +72.1% | -12.9% | +85.0% | +59.2% |
| 5Y | +96.0% | +12.0% | +84.0% | +62.9% |
| 10Y | +554.8% | +716.5% | -161.7% | +286.1% |
| All | +554.8% | +742.9% | -188.1% | +286.1% |
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