+9.6%
U vs WING
-28.1%
+37.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.8% |
| 7D | -3.8% | -3.9% | 0.0% | -3.0% |
| 30D | +17.5% | -11.6% | +29.0% | +20.1% |
| 3M | +38.7% | -24.2% | +62.9% | +46.4% |
| 6M | +104.4% | -54.1% | +158.5% | +144.1% |
| YTD | -5.7% | -53.9% | +48.2% | +12.6% |
| 1Y | +3.7% | -64.4% | +68.0% | +30.8% |
| All | +9.6% | -28.1% | +37.7% | +10.0% |
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