+120.4%
UMC vs WING
-33.3%
+153.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.2% | -2.3% |
| 7D | +11.2% | -2.5% | +13.7% | +11.2% |
| 30D | -28.0% | +29.5% | -57.6% | -28.3% |
| 3M | -20.5% | +40.2% | -60.7% | -21.4% |
| 6M | -1.6% | +32.7% | -34.3% | -1.9% |
| YTD | +99.4% | -32.8% | +132.2% | +95.8% |
| 1Y | +120.4% | -31.7% | +152.1% | +116.8% |
| All | +120.4% | -33.3% | +153.7% | +116.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling