+47.6%
NTR vs WING
-35.5%
+83.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | -2.5% | +0.2% | -2.7% | -2.5% |
| 30D | +17.0% | -0.5% | +17.5% | +17.0% |
| 3M | +22.2% | -23.9% | +46.0% | +23.0% |
| 6M | +5.2% | -48.9% | +54.1% | +6.8% |
| YTD | +29.7% | -53.3% | +83.0% | +31.8% |
| 1Y | +39.4% | -60.3% | +99.7% | +42.4% |
| 3Y | +38.2% | -30.1% | +68.3% | +35.3% |
| 5Y | +47.6% | -36.2% | +83.8% | +52.0% |
| All | +47.6% | -35.5% | +83.2% | +52.0% |
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