+67.7%
T vs WING
-34.0%
+101.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -1.0% | -1.9% |
| 7D | -1.3% | -3.9% | +2.6% | -1.2% |
| 30D | +11.4% | -11.6% | +22.9% | +11.5% |
| 3M | +14.3% | -24.2% | +38.5% | +14.6% |
| 6M | -9.3% | -54.1% | +44.8% | -8.3% |
| YTD | +7.1% | -53.9% | +61.0% | +8.0% |
| 1Y | -9.1% | -64.4% | +55.3% | -7.7% |
| 3Y | +105.3% | -30.2% | +135.5% | +97.3% |
| All | +67.7% | -34.0% | +101.6% | +51.2% |
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