+157.1%
MMM vs WING
-19.7%
+176.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -1.3% |
| 7D | +6.2% | +9.0% | -2.8% | +5.6% |
| 30D | +14.2% | +39.9% | -25.7% | +11.3% |
| 3M | +2.9% | +40.4% | -37.5% | +0.1% |
| 6M | +27.6% | +12.9% | +14.7% | +25.8% |
| YTD | +17.3% | -31.1% | +48.4% | +20.1% |
| 1Y | +15.1% | -32.7% | +47.8% | +18.0% |
| 3Y | +157.1% | -19.8% | +176.9% | +117.7% |
| All | +157.1% | -19.7% | +176.8% | +117.7% |
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