-26.3%
U vs WING
+38.6%
-65.0%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.2% | +2.1% | -0.3% |
| 7D | +24.4% | +5.0% | +19.4% | +21.3% |
| 30D | +7.4% | +38.7% | -31.3% | -8.8% |
| 3M | +16.8% | +44.7% | -27.9% | -4.7% |
| 6M | +78.8% | +31.5% | +47.3% | +48.6% |
| YTD | +14.0% | -28.4% | +42.4% | +24.7% |
| 1Y | +16.7% | -28.2% | +44.9% | +26.2% |
| 3Y | +86.4% | -18.4% | +104.8% | +47.3% |
| 5Y | -71.5% | +5.2% | -76.7% | -84.0% |
| All | -26.3% | +38.6% | -65.0% | -67.7% |
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