+38.1%
Q vs WING
-33.3%
+71.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | +1.2% | -2.5% | +3.7% | +1.4% |
| 30D | -2.7% | +29.5% | -32.2% | -5.2% |
| 3M | -16.9% | +40.2% | -57.1% | -20.1% |
| 6M | -26.9% | +32.7% | -59.6% | -30.0% |
| YTD | +45.2% | -32.8% | +78.0% | +55.8% |
| 1Y | +38.1% | -31.7% | +69.9% | +46.6% |
| All | +38.1% | -33.3% | +71.5% | +46.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling