+302.0%
TRV vs WING
+407.7%
-105.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.0% | -3.9% | +1.5% |
| 7D | +1.9% | +7.2% | -5.3% | +1.3% |
| 30D | +1.7% | +4.8% | -3.1% | +1.1% |
| 3M | +23.9% | -23.7% | +47.6% | +26.6% |
| 6M | +26.3% | -43.6% | +69.8% | +32.3% |
| YTD | +30.8% | -50.6% | +81.4% | +38.0% |
| 1Y | +36.3% | -57.0% | +93.4% | +45.4% |
| 3Y | +145.0% | -28.3% | +173.3% | +137.2% |
| 5Y | +163.9% | -32.4% | +196.3% | +152.1% |
| All | +302.0% | +407.7% | -105.7% | +157.1% |
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