+76.2%
O vs WING
+620.3%
-544.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -0.4% | -2.5% | +2.1% | -0.1% |
| 30D | +7.1% | +29.5% | -22.4% | +3.5% |
| 3M | -5.2% | +40.2% | -45.4% | -9.7% |
| 6M | -1.8% | +32.7% | -34.5% | -6.4% |
| YTD | +9.1% | -32.8% | +41.9% | +12.1% |
| 1Y | +9.7% | -31.7% | +41.4% | +12.2% |
| 3Y | +39.1% | -24.7% | +63.9% | +30.9% |
| 5Y | +8.4% | -0.5% | +8.8% | -7.7% |
| All | +76.2% | +620.3% | -544.1% | +1.8% |
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