+98.6%
TFC vs WING
+341.7%
-243.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.4% | -2.2% |
| 7D | +2.2% | -0.1% | +2.4% | +2.3% |
| 30D | -2.5% | -6.0% | +3.6% | -1.8% |
| 3M | +4.5% | -23.5% | +28.0% | +7.9% |
| 6M | +11.0% | -52.0% | +63.0% | +21.9% |
| YTD | +5.9% | -53.8% | +59.7% | +16.3% |
| 1Y | +14.6% | -63.8% | +78.4% | +29.9% |
| 3Y | +96.7% | -30.8% | +127.5% | +91.3% |
| 5Y | +15.6% | -34.3% | +49.9% | +9.0% |
| 10Y | +98.6% | +352.4% | -253.8% | +29.2% |
| All | +98.6% | +341.7% | -243.1% | +29.2% |
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