+281.3%
P vs WING
-34.0%
+315.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.4% | +1.6% |
| 7D | +6.5% | -3.9% | +10.4% | +7.3% |
| 30D | +18.8% | -11.6% | +30.4% | +21.1% |
| 3M | +26.7% | -24.2% | +50.9% | +32.6% |
| 6M | +62.2% | -54.1% | +116.2% | +88.5% |
| YTD | +48.5% | -53.9% | +102.4% | +70.0% |
| 1Y | +26.4% | -64.4% | +90.7% | +54.0% |
| 3Y | +159.4% | -30.2% | +189.6% | +154.1% |
| All | +281.3% | -34.0% | +315.2% | +231.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling