+191.2%
TER vs WING
-23.4%
+214.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.3% | -5.4% |
| 7D | +14.4% | -2.5% | +16.9% | +14.9% |
| 30D | -30.6% | +29.5% | -60.1% | -34.5% |
| 3M | -39.2% | +40.2% | -79.4% | -44.2% |
| 6M | -31.3% | +32.7% | -64.0% | -37.3% |
| YTD | +29.1% | -32.8% | +61.9% | +39.1% |
| 1Y | +47.4% | -31.7% | +79.1% | +57.1% |
| 3Y | +191.2% | -24.7% | +216.0% | +205.3% |
| All | +191.2% | -23.4% | +214.6% | +205.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling