+275.4%
RMD vs WING
+359.3%
-83.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.7% |
| 7D | -4.7% | -2.3% | -2.5% | -4.4% |
| 30D | +0.2% | -5.6% | +5.9% | +0.9% |
| 3M | +12.0% | -22.9% | +34.9% | +16.3% |
| 6M | -12.5% | -50.4% | +37.9% | -2.6% |
| YTD | -7.9% | -53.3% | +45.4% | +2.9% |
| 1Y | -20.4% | -61.2% | +40.8% | -8.7% |
| 3Y | +53.1% | -30.1% | +83.2% | +48.9% |
| 5Y | -22.1% | -35.0% | +12.9% | -26.9% |
| 10Y | +275.4% | +375.5% | -100.1% | +136.3% |
| All | +275.4% | +359.3% | -83.9% | +136.3% |
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