+367.2%
PCAR vs WING
+341.2%
+26.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.1% | +0.3% |
| 7D | -0.5% | -3.9% | +3.3% | 0.0% |
| 30D | -6.2% | -11.6% | +5.3% | -4.9% |
| 3M | +5.9% | -24.2% | +30.1% | +9.3% |
| 6M | +0.4% | -54.1% | +54.5% | +10.7% |
| YTD | +14.8% | -53.9% | +68.7% | +25.6% |
| 1Y | +30.1% | -64.4% | +94.5% | +47.2% |
| 3Y | +66.7% | -30.2% | +96.8% | +62.4% |
| 5Y | +166.1% | -34.1% | +200.2% | +151.7% |
| All | +367.2% | +341.2% | +26.1% | +193.3% |
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 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