+145.7%
TRU vs WING
+407.7%
-262.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.0% | -5.0% | -0.4% |
| 7D | -2.7% | +7.2% | -10.0% | -4.3% |
| 30D | -2.0% | +4.8% | -6.8% | -3.5% |
| 3M | +18.4% | -23.7% | +42.1% | +25.0% |
| 6M | +8.9% | -43.6% | +52.4% | +22.2% |
| YTD | -8.9% | -50.6% | +41.6% | +4.3% |
| 1Y | -15.9% | -57.0% | +41.2% | -1.3% |
| 3Y | -1.1% | -28.3% | +27.2% | -5.0% |
| 5Y | -35.2% | -32.4% | -2.8% | -40.3% |
| All | +145.7% | +407.7% | -262.0% | +46.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling