-65.2%
TEAM vs WING
+9.2%
-74.3%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.4% | -7.6% | -1.8% |
| 7D | -17.2% | +8.6% | -25.8% | -19.3% |
| 30D | -25.1% | +44.8% | -69.9% | -34.0% |
| 3M | +3.9% | +51.9% | -48.0% | -11.3% |
| 6M | +69.1% | +37.2% | +31.9% | +47.9% |
| YTD | -4.5% | -25.3% | +20.8% | +0.2% |
| 1Y | -1.9% | -25.1% | +23.2% | +2.1% |
| 3Y | -9.3% | -12.9% | +3.6% | -29.9% |
| 5Y | -65.2% | +12.0% | -77.2% | -78.9% |
| All | -65.2% | +9.2% | -74.3% | -78.9% |
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 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