+1,744.2%
TER vs WING
+341.7%
+1,402.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.1% |
| 7D | +11.0% | -0.1% | +11.1% | +11.0% |
| 30D | -1.9% | -6.0% | +4.2% | -1.0% |
| 3M | -0.7% | -23.5% | +22.8% | +5.6% |
| 6M | +36.4% | -52.0% | +88.3% | +65.1% |
| YTD | +92.4% | -53.8% | +146.2% | +132.0% |
| 1Y | +213.5% | -63.8% | +277.3% | +305.0% |
| 3Y | +277.2% | -30.8% | +308.0% | +272.2% |
| 5Y | +219.1% | -34.3% | +253.4% | +200.8% |
| 10Y | +1,744.2% | +352.4% | +1,391.9% | +1,000.6% |
| All | +1,744.2% | +341.7% | +1,402.5% | +1,000.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling