-41.5%
TRI vs WING
-58.1%
+16.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.0% | -4.2% | +1.4% |
| 7D | -7.9% | +7.2% | -15.1% | -8.3% |
| 30D | -4.5% | +4.8% | -9.3% | -4.7% |
| 3M | +22.1% | -23.7% | +45.8% | +24.2% |
| 6M | -2.8% | -43.6% | +40.8% | -0.9% |
| YTD | -23.4% | -50.6% | +27.2% | -20.6% |
| 1Y | -41.5% | -57.0% | +15.5% | -39.6% |
| All | -41.5% | -58.1% | +16.6% | -39.6% |
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