+86.2%
TFC vs WING
-19.7%
+105.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.8% |
| 7D | +1.2% | +9.0% | -7.8% | +0.5% |
| 30D | +8.3% | +39.9% | -31.6% | +5.2% |
| 3M | -5.2% | +40.4% | -45.6% | -8.2% |
| 6M | -0.8% | +12.9% | -13.7% | -2.5% |
| YTD | +3.4% | -31.1% | +34.5% | +6.0% |
| 1Y | +17.0% | -32.7% | +49.7% | +19.9% |
| 3Y | +86.2% | -19.8% | +106.0% | +69.0% |
| All | +86.2% | -19.7% | +105.9% | +69.0% |
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