+3.6%
TROW vs WING
-65.5%
+69.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.9% |
| 7D | -1.3% | -3.9% | +2.5% | -1.0% |
| 30D | -4.5% | -11.6% | +7.1% | -3.7% |
| 3M | +3.9% | -24.2% | +28.1% | +5.9% |
| 6M | +22.6% | -54.1% | +76.6% | +31.5% |
| YTD | +10.1% | -53.9% | +64.0% | +17.8% |
| 1Y | +3.6% | -64.4% | +67.9% | +8.5% |
| All | +3.6% | -65.5% | +69.1% | +8.5% |
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 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