+152.7%
RRX vs WING
+405.9%
-253.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.1% | +0.4% |
| 7D | +3.4% | -3.9% | +7.3% | +4.2% |
| 30D | -11.1% | -11.6% | +0.5% | -9.2% |
| 3M | -23.7% | -24.2% | +0.5% | -20.1% |
| 6M | -22.0% | -54.1% | +32.1% | -9.8% |
| YTD | +16.5% | -53.9% | +70.4% | +32.8% |
| 1Y | +11.5% | -64.4% | +75.9% | +33.7% |
| 3Y | +1.5% | -30.2% | +31.7% | -1.3% |
| 5Y | +18.3% | -34.1% | +52.4% | +10.7% |
| 10Y | +209.8% | +342.1% | -132.4% | +75.5% |
| All | +152.7% | +405.9% | -253.2% | +32.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling