+27.4%
MKC vs WING
+407.7%
-380.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.0% | -5.5% | -0.1% |
| 7D | -1.5% | +7.2% | -8.7% | -2.1% |
| 30D | -3.1% | +4.8% | -7.9% | -3.6% |
| 3M | +5.2% | -23.7% | +28.9% | +7.3% |
| 6M | -12.8% | -43.6% | +30.8% | -9.1% |
| YTD | -23.3% | -50.6% | +27.3% | -19.6% |
| 1Y | -24.1% | -57.0% | +32.9% | -19.8% |
| 3Y | -32.1% | -28.3% | -3.8% | -33.9% |
| 5Y | -32.8% | -32.4% | -0.4% | -35.9% |
| All | +27.4% | +407.7% | -380.3% | -0.8% |
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