+157.1%
TRV vs WING
-35.5%
+192.6%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | +0.3% |
| 7D | +0.2% | -2.3% | +2.5% | +0.3% |
| 30D | -2.3% | -5.6% | +3.3% | -2.2% |
| 3M | +22.7% | -22.9% | +45.6% | +23.7% |
| 6M | +21.9% | -50.4% | +72.4% | +24.6% |
| YTD | +27.5% | -53.3% | +80.8% | +30.2% |
| 1Y | +36.2% | -61.2% | +97.5% | +39.9% |
| 3Y | +140.6% | -30.1% | +170.7% | +140.3% |
| All | +157.1% | -35.5% | +192.6% | +153.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling