+655.3%
P vs WING
+686.1%
-30.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.7% | +6.1% | +4.9% |
| 7D | -4.7% | -0.5% | -4.2% | -4.6% |
| 30D | -31.4% | +32.3% | -63.7% | -36.8% |
| 3M | -2.6% | +50.2% | -52.8% | -14.0% |
| 6M | +21.9% | +31.7% | -9.7% | +9.5% |
| YTD | +58.9% | -29.6% | +88.6% | +65.3% |
| 1Y | +21.7% | -29.7% | +51.5% | +26.5% |
| 3Y | +193.3% | -19.8% | +213.1% | +174.8% |
| 5Y | +275.1% | +3.1% | +272.1% | +199.6% |
| 10Y | +655.3% | +682.9% | -27.6% | +280.1% |
| All | +655.3% | +686.1% | -30.8% | +280.1% |
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