+469.1%
P vs WING
+787.6%
-318.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +5.0% | +3.9% |
| 7D | -23.8% | +9.0% | -32.9% | -25.7% |
| 30D | -36.6% | +39.9% | -76.6% | -42.3% |
| 3M | +10.9% | +40.4% | -29.5% | -0.2% |
| 6M | +30.0% | +12.9% | +17.1% | +21.8% |
| YTD | +44.4% | -31.1% | +75.5% | +50.7% |
| 1Y | +3.9% | -32.7% | +36.6% | +9.2% |
| 3Y | +176.6% | -19.8% | +196.4% | +160.5% |
| 5Y | +249.3% | +4.0% | +245.3% | +181.9% |
| 10Y | +726.9% | +684.4% | +42.5% | +311.7% |
| All | +469.1% | +787.6% | -318.5% | +169.1% |
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 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