-21.6%
MKC vs WING
-23.6%
+2.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.4% | +1.2% |
| 7D | -3.0% | -2.7% | -0.3% | -2.8% |
| 30D | +4.8% | +29.3% | -24.4% | +3.4% |
| 3M | -12.8% | +39.9% | -52.7% | -14.4% |
| 6M | +5.0% | +32.4% | -27.4% | +3.2% |
| YTD | -29.1% | -32.9% | +3.9% | -29.1% |
| 1Y | -26.4% | -31.9% | +5.5% | -26.5% |
| 3Y | -21.6% | -24.9% | +3.3% | -26.5% |
| All | -21.6% | -23.6% | +2.0% | -26.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling