+1,065.2%
NRG vs WING
+407.7%
+657.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.0% | -4.3% | +0.6% |
| 7D | -4.7% | +7.2% | -11.9% | -5.9% |
| 30D | -6.0% | +4.8% | -10.7% | -6.9% |
| 3M | -8.0% | -23.7% | +15.7% | -4.0% |
| 6M | -23.2% | -43.6% | +20.4% | -16.2% |
| YTD | -28.1% | -50.6% | +22.5% | -20.6% |
| 1Y | -27.3% | -57.0% | +29.8% | -18.2% |
| 3Y | +208.7% | -28.3% | +236.9% | +203.6% |
| 5Y | +197.7% | -32.4% | +230.0% | +186.0% |
| All | +1,065.2% | +407.7% | +657.5% | +553.3% |
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 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