+8.5%
NI vs WING
-23.2%
+31.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.7% | -2.2% | +1.4% |
| 7D | +3.9% | +21.0% | -17.0% | +3.7% |
| 30D | +15.3% | +56.9% | -41.6% | +14.8% |
| 3M | +2.4% | +38.4% | -36.0% | +1.9% |
| 6M | -4.5% | +12.0% | -16.5% | -4.6% |
| YTD | +11.4% | -29.2% | +40.6% | +10.4% |
| 1Y | +8.5% | -28.8% | +37.3% | +7.6% |
| All | +8.5% | -23.2% | +31.7% | +7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling