+148.1%
TRV vs WING
-23.4%
+171.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | 0.0% |
| 7D | +2.0% | -2.5% | +4.5% | +2.1% |
| 30D | +6.7% | +29.5% | -22.8% | +5.5% |
| 3M | +9.4% | +40.2% | -30.8% | +7.7% |
| 6M | +37.7% | +32.7% | +5.0% | +35.6% |
| YTD | +40.6% | -32.8% | +73.4% | +41.8% |
| 1Y | +42.4% | -31.7% | +74.2% | +43.4% |
| 3Y | +148.1% | -24.7% | +172.8% | +142.0% |
| All | +148.1% | -23.4% | +171.5% | +142.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling