+104.0%
U vs WING
-20.2%
+124.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.5% | +7.0% | +5.8% |
| 7D | +36.6% | +9.0% | +27.5% | +33.9% |
| 30D | +13.3% | +39.9% | -26.6% | +4.8% |
| 3M | +26.2% | +40.4% | -14.2% | +15.7% |
| 6M | +88.7% | +12.9% | +75.9% | +80.7% |
| YTD | +16.6% | -31.1% | +47.6% | +26.6% |
| 1Y | +29.0% | -32.7% | +61.7% | +40.3% |
| All | +104.0% | -20.2% | +124.2% | +72.8% |
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