+110.2%
MTB vs WING
+620.3%
-510.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.6% |
| 7D | +1.5% | -2.5% | +4.1% | +1.8% |
| 30D | +2.3% | +29.5% | -27.2% | -0.2% |
| 3M | -12.1% | +40.2% | -52.3% | -15.2% |
| 6M | +9.8% | +32.7% | -22.9% | +6.0% |
| YTD | +12.0% | -32.8% | +44.8% | +14.6% |
| 1Y | +22.0% | -31.7% | +53.8% | +24.5% |
| 3Y | +107.6% | -24.7% | +132.3% | +102.8% |
| 5Y | +61.9% | -0.5% | +62.3% | +48.2% |
| All | +110.2% | +620.3% | -510.1% | +42.1% |
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