-22.2%
RMD vs WING
-35.4%
+13.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.2% |
| 7D | -4.5% | -0.1% | -4.3% | -4.4% |
| 30D | +4.6% | -6.0% | +10.6% | +5.3% |
| 3M | +14.8% | -23.5% | +38.3% | +19.0% |
| 6M | -12.1% | -52.0% | +39.9% | -2.4% |
| YTD | -7.5% | -53.8% | +46.3% | +2.7% |
| 1Y | -20.1% | -63.8% | +43.7% | -8.1% |
| 3Y | +53.9% | -30.8% | +84.7% | +46.8% |
| 5Y | -22.2% | -34.3% | +12.1% | -32.3% |
| All | -22.2% | -35.4% | +13.2% | -32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling