-71.6%
OPEN vs WING
-1.8%
-69.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.8% | -2.7% |
| 7D | +1.0% | -0.1% | +1.1% | +1.0% |
| 30D | -11.9% | -6.0% | -5.9% | -10.0% |
| 3M | -28.8% | -23.5% | -5.3% | -20.5% |
| 6M | -38.6% | -52.0% | +13.4% | -14.2% |
| YTD | -47.3% | -53.8% | +6.5% | -25.7% |
| 1Y | -49.2% | -63.8% | +14.6% | -20.3% |
| 3Y | -18.8% | -30.8% | +12.0% | -34.7% |
| 5Y | -83.6% | -34.3% | -49.3% | -87.8% |
| All | -71.6% | -1.8% | -69.8% | -82.0% |
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 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