+250.0%
TRI vs WING
+405.9%
-155.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.0% | -4.5% | -5.3% |
| 7D | -0.5% | -3.9% | +3.3% | -0.1% |
| 30D | +7.9% | -11.6% | +19.4% | +9.3% |
| 3M | +24.1% | -24.2% | +48.3% | +27.8% |
| 6M | +3.8% | -54.1% | +57.9% | +13.5% |
| YTD | -16.9% | -53.9% | +37.0% | -9.7% |
| 1Y | -38.4% | -64.4% | +26.0% | -31.1% |
| 3Y | -12.2% | -30.2% | +18.0% | -14.5% |
| 5Y | -1.8% | -34.1% | +32.3% | -7.0% |
| 10Y | +207.6% | +342.1% | -134.5% | +110.7% |
| All | +250.0% | +405.9% | -155.9% | +129.0% |
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 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