+200.9%
RRX vs WING
+618.8%
-417.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | +4.3% | -2.7% | +7.0% | +4.9% |
| 30D | +12.3% | +29.3% | -16.9% | +6.0% |
| 3M | +3.7% | +39.9% | -36.2% | -4.4% |
| 6M | -13.9% | +32.4% | -46.3% | -20.8% |
| YTD | +26.5% | -32.9% | +59.4% | +32.7% |
| 1Y | +29.3% | -31.9% | +61.2% | +34.9% |
| 3Y | +65.6% | -24.9% | +90.4% | +58.8% |
| 5Y | +10.6% | -0.7% | +11.3% | -6.1% |
| All | +200.9% | +618.8% | -417.9% | +34.5% |
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