+99.2%
NI vs WING
-35.5%
+134.7%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.6% | -0.6% |
| 7D | +1.3% | -2.3% | +3.5% | +1.3% |
| 30D | -0.3% | -5.6% | +5.4% | -0.1% |
| 3M | -9.5% | -22.9% | +13.5% | -8.7% |
| 6M | -10.2% | -50.4% | +40.2% | -8.1% |
| YTD | +1.8% | -53.3% | +55.1% | +4.2% |
| 1Y | +5.7% | -61.2% | +66.9% | +8.9% |
| 3Y | +69.6% | -30.1% | +99.7% | +63.2% |
| All | +99.2% | -35.5% | +134.7% | +82.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling