+33.6%
TER vs WING
-28.4%
+62.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.2% | +3.9% | -0.2% |
| 7D | -8.9% | +5.0% | -13.8% | -8.9% |
| 30D | -39.1% | +38.7% | -77.8% | -39.2% |
| 3M | -32.8% | +44.7% | -77.5% | -33.3% |
| 6M | -31.7% | +31.5% | -63.2% | -32.0% |
| YTD | +26.9% | -28.4% | +55.3% | +35.7% |
| 1Y | +33.6% | -28.2% | +61.7% | +42.7% |
| All | +33.6% | -28.4% | +62.0% | +42.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling