+206.0%
RRX vs WING
+379.2%
-173.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.9% | -1.9% |
| 7D | -3.7% | +0.2% | -4.0% | -3.8% |
| 30D | -9.3% | -0.5% | -8.8% | -9.5% |
| 3M | -21.8% | -23.9% | +2.1% | -18.1% |
| 6M | -22.0% | -48.9% | +26.9% | -11.7% |
| YTD | +11.9% | -53.3% | +65.3% | +27.6% |
| 1Y | +11.6% | -60.3% | +71.9% | +31.1% |
| 3Y | +2.2% | -30.1% | +32.3% | -1.2% |
| 5Y | +14.9% | -36.2% | +51.1% | +7.6% |
| All | +206.0% | +379.2% | -173.1% | +55.1% |
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