-70.8%
OPEN vs WING
-2.0%
-68.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +1.1% |
| 7D | -4.3% | -3.9% | -0.4% | -2.4% |
| 30D | -16.2% | -11.6% | -4.6% | -11.5% |
| 3M | -36.4% | -24.2% | -12.2% | -28.6% |
| 6M | -35.5% | -54.1% | +18.6% | -7.6% |
| YTD | -46.0% | -53.9% | +7.9% | -23.7% |
| 1Y | -47.1% | -64.4% | +17.2% | -16.3% |
| 3Y | -19.0% | -30.2% | +11.2% | -35.4% |
| 5Y | -83.6% | -34.1% | -49.5% | -87.8% |
| All | -70.8% | -2.0% | -68.8% | -81.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling