+263.0%
UMC vs WING
-29.7%
+292.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.0% | +3.0% | +3.9% |
| 7D | +13.6% | -2.3% | +15.9% | +13.9% |
| 30D | +20.8% | -5.6% | +26.4% | +21.2% |
| 3M | +16.1% | -22.9% | +39.1% | +18.5% |
| 6M | +137.3% | -50.4% | +187.7% | +152.8% |
| YTD | +193.8% | -53.3% | +247.1% | +211.8% |
| 1Y | +236.1% | -61.2% | +297.3% | +265.2% |
| All | +263.0% | -29.7% | +292.7% | +238.4% |
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