+6.2%
RRX vs WING
-29.7%
+35.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.0% | -3.5% | -2.7% |
| 7D | -0.7% | -2.3% | +1.6% | -0.4% |
| 30D | -8.0% | -5.6% | -2.3% | -7.4% |
| 3M | -25.1% | -22.9% | -2.1% | -22.7% |
| 6M | -18.3% | -50.4% | +32.2% | -10.0% |
| YTD | +14.2% | -53.3% | +67.5% | +25.5% |
| 1Y | +13.0% | -61.2% | +74.3% | +27.9% |
| All | +6.2% | -29.7% | +35.9% | -8.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling