+342.7%
RMD vs WING
+686.1%
-343.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.6% | +2.2% |
| 7D | -0.8% | -0.5% | -0.3% | -0.8% |
| 30D | +1.7% | +32.3% | -30.6% | -3.3% |
| 3M | +6.4% | +50.2% | -43.8% | -1.5% |
| 6M | +20.7% | +31.7% | -10.9% | +13.4% |
| YTD | -0.2% | -29.6% | +29.5% | +3.4% |
| 1Y | -4.5% | -29.7% | +25.2% | -1.3% |
| 3Y | +70.5% | -19.8% | +90.3% | +62.7% |
| 5Y | -1.6% | +3.1% | -4.7% | -14.9% |
| 10Y | +342.7% | +682.9% | -340.2% | +178.5% |
| All | +342.7% | +686.1% | -343.4% | +178.5% |
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