+344.9%
TRV vs WING
+620.3%
-275.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | 0.0% |
| 7D | +2.0% | -2.5% | +4.5% | +2.2% |
| 30D | +6.7% | +29.5% | -22.8% | +4.0% |
| 3M | +9.4% | +40.2% | -30.8% | +5.4% |
| 6M | +37.7% | +32.7% | +5.0% | +32.7% |
| YTD | +40.6% | -32.8% | +73.4% | +43.6% |
| 1Y | +42.4% | -31.7% | +74.2% | +45.0% |
| 3Y | +148.1% | -24.7% | +172.8% | +140.7% |
| 5Y | +181.7% | -0.5% | +182.2% | +157.5% |
| All | +344.9% | +620.3% | -275.3% | +179.1% |
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