+67.7%
UL vs WING
+359.3%
-291.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.7% | -1.7% |
| 7D | -3.2% | -2.3% | -0.9% | -3.0% |
| 30D | -0.6% | -5.6% | +5.0% | -0.2% |
| 3M | +9.4% | -22.9% | +32.4% | +11.5% |
| 6M | -4.1% | -50.4% | +46.3% | +1.0% |
| YTD | -2.0% | -53.3% | +51.3% | +3.3% |
| 1Y | -9.0% | -61.2% | +52.3% | -2.8% |
| 3Y | +21.8% | -30.1% | +51.9% | +18.6% |
| 5Y | +20.6% | -35.0% | +55.6% | +15.0% |
| 10Y | +67.7% | +375.5% | -307.8% | +33.3% |
| All | +67.7% | +359.3% | -291.6% | +33.3% |
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