+109.7%
UL vs WING
+620.3%
-510.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +1.1% | -2.5% | +3.6% | +1.3% |
| 30D | +4.5% | +29.5% | -25.0% | +2.1% |
| 3M | +6.5% | +40.2% | -33.7% | +3.0% |
| 6M | +18.2% | +32.7% | -14.5% | +14.5% |
| YTD | +4.7% | -32.8% | +37.5% | +6.7% |
| 1Y | +0.8% | -31.7% | +32.5% | +2.5% |
| 3Y | +35.9% | -24.7% | +60.6% | +32.3% |
| 5Y | +33.4% | -0.5% | +33.9% | +22.3% |
| All | +109.7% | +620.3% | -510.5% | +60.5% |
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