+48.4%
RSP vs WING
+0.4%
+48.0%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +2.4% | -2.5% | +4.9% | +2.6% |
| 30D | +4.3% | +29.5% | -25.3% | +0.8% |
| 3M | -0.3% | +40.2% | -40.5% | -5.0% |
| 6M | +9.8% | +32.7% | -22.9% | +4.8% |
| YTD | +16.8% | -32.8% | +49.6% | +20.6% |
| 1Y | +19.5% | -31.7% | +51.2% | +22.8% |
| 3Y | +65.1% | -24.7% | +89.9% | +56.7% |
| All | +48.4% | +0.4% | +48.0% | +24.4% |
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