+411.5%
THC vs WING
+405.9%
+5.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.8% |
| 7D | -0.7% | -3.9% | +3.2% | +0.3% |
| 30D | +1.3% | -11.6% | +12.8% | +4.0% |
| 3M | +64.2% | -24.2% | +88.4% | +74.1% |
| 6M | +8.3% | -54.1% | +62.3% | +30.0% |
| YTD | +33.4% | -53.9% | +87.3% | +56.5% |
| 1Y | +37.7% | -64.4% | +102.0% | +72.3% |
| 3Y | +236.8% | -30.2% | +267.0% | +215.9% |
| 5Y | +249.3% | -34.1% | +283.4% | +211.1% |
| 10Y | +995.2% | +342.1% | +653.1% | +381.8% |
| All | +411.5% | +405.9% | +5.6% | +107.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling