+1,006.2%
TER vs WING
+675.9%
+330.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.2% | +3.9% | +0.9% |
| 7D | -8.9% | +5.0% | -13.8% | -10.1% |
| 30D | -39.1% | +38.7% | -77.8% | -45.1% |
| 3M | -32.8% | +44.7% | -77.5% | -41.1% |
| 6M | -31.7% | +31.5% | -63.2% | -39.6% |
| YTD | +26.9% | -28.4% | +55.3% | +32.7% |
| 1Y | +33.6% | -28.2% | +61.7% | +38.8% |
| 3Y | +181.5% | -18.4% | +199.9% | +165.2% |
| 5Y | +76.1% | +5.2% | +70.9% | +43.0% |
| 10Y | +1,006.2% | +699.8% | +306.4% | +443.1% |
| All | +1,006.2% | +675.9% | +330.4% | +443.1% |
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