-19.2%
TRI vs WING
-25.6%
+6.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.0% | -4.2% | +1.3% |
| 7D | -7.9% | +7.2% | -15.1% | -8.4% |
| 30D | -4.5% | +4.8% | -9.3% | -4.9% |
| 3M | +22.1% | -23.7% | +45.8% | +24.4% |
| 6M | -2.8% | -43.6% | +40.8% | +0.8% |
| YTD | -23.4% | -50.6% | +27.2% | -19.9% |
| 1Y | -41.5% | -57.0% | +15.5% | -38.3% |
| 3Y | -19.2% | -28.3% | +9.1% | -26.2% |
| All | -19.2% | -25.6% | +6.3% | -26.2% |
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 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