+40.5%
RY vs WING
-28.4%
+68.9%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.9% | -3.2% | +0.5% |
| 7D | -0.6% | +5.0% | -5.5% | -0.8% |
| 30D | +6.1% | +38.7% | -32.6% | +4.7% |
| 3M | -3.4% | +44.7% | -48.1% | -5.0% |
| 6M | +12.8% | +31.5% | -18.7% | +10.9% |
| YTD | +21.0% | -28.4% | +49.4% | +23.2% |
| 1Y | +40.5% | -28.2% | +68.6% | +42.6% |
| All | +40.5% | -28.4% | +68.9% | +42.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling