+355.6%
RMD vs WING
+618.8%
-263.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.5% | +0.3% |
| 7D | +2.1% | -2.7% | +4.8% | +2.4% |
| 30D | +2.1% | +29.3% | -27.2% | -2.5% |
| 3M | +6.2% | +39.9% | -33.6% | -0.5% |
| 6M | +19.4% | +32.4% | -13.0% | +12.0% |
| YTD | +0.5% | -32.9% | +33.5% | +5.0% |
| 1Y | -3.9% | -31.9% | +27.9% | -0.2% |
| 3Y | +72.5% | -24.9% | +97.4% | +66.4% |
| 5Y | -1.5% | -0.7% | -0.8% | -14.4% |
| All | +355.6% | +618.8% | -263.2% | +180.6% |
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 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