-30.0%
OPEN vs WING
-19.7%
-10.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -1.5% | -20.3% | -21.4% |
| 7D | -22.2% | +9.0% | -31.3% | -23.8% |
| 30D | -38.3% | +39.9% | -78.3% | -43.4% |
| 3M | -59.4% | +40.4% | -99.8% | -63.0% |
| 6M | -74.4% | +12.9% | -87.2% | -75.5% |
| YTD | -76.0% | -31.1% | -44.9% | -74.0% |
| 1Y | -78.7% | -32.7% | -45.9% | -76.8% |
| 3Y | -30.0% | -19.8% | -10.2% | -57.8% |
| All | -30.0% | -19.7% | -10.3% | -57.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling