+159.9%
RY vs WING
-16.7%
+176.6%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.9% | -3.2% | +0.4% |
| 7D | -0.6% | +5.0% | -5.5% | -0.8% |
| 30D | +6.1% | +38.7% | -32.6% | +4.4% |
| 3M | -3.4% | +44.7% | -48.1% | -5.4% |
| 6M | +12.8% | +31.5% | -18.7% | +10.6% |
| YTD | +21.0% | -28.4% | +49.4% | +22.4% |
| 1Y | +40.5% | -28.2% | +68.6% | +41.8% |
| 3Y | +159.9% | -18.4% | +178.3% | +153.9% |
| All | +159.9% | -16.7% | +176.6% | +153.9% |
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 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