+62.1%
T vs WING
-13.5%
+75.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.4% | -7.6% | +0.9% |
| 7D | +1.7% | +8.6% | -6.9% | +1.8% |
| 30D | -1.7% | +44.8% | -46.5% | -1.1% |
| 3M | -7.3% | +51.9% | -59.3% | -6.5% |
| 6M | -11.2% | +37.2% | -48.4% | -10.6% |
| YTD | -8.1% | -25.3% | +17.2% | -8.6% |
| 1Y | -8.0% | -25.1% | +17.1% | -8.6% |
| 3Y | +62.1% | -12.9% | +75.0% | +84.3% |
| All | +62.1% | -13.5% | +75.6% | +84.3% |
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