+147.7%
P vs WING
-29.7%
+177.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.4% | +1.5% |
| 7D | +6.5% | -3.9% | +10.4% | +7.2% |
| 30D | +18.8% | -11.6% | +30.4% | +20.7% |
| 3M | +26.7% | -24.2% | +50.9% | +31.7% |
| 6M | +62.2% | -54.1% | +116.2% | +86.0% |
| YTD | +48.5% | -53.9% | +102.4% | +67.7% |
| 1Y | +26.4% | -64.4% | +90.7% | +52.6% |
| All | +147.7% | -29.7% | +177.4% | +152.3% |
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