+137.5%
UMC vs WING
-35.5%
+173.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.5% | -2.5% |
| 7D | +11.4% | +0.2% | +11.2% | +11.3% |
| 30D | +16.8% | -0.5% | +17.3% | +16.5% |
| 3M | +19.1% | -23.9% | +43.0% | +23.3% |
| 6M | +137.4% | -48.9% | +186.3% | +161.7% |
| YTD | +186.4% | -53.3% | +239.7% | +216.2% |
| 1Y | +229.1% | -60.3% | +289.4% | +272.7% |
| 3Y | +257.9% | -30.1% | +288.0% | +231.6% |
| 5Y | +137.5% | -36.2% | +173.7% | +111.9% |
| All | +137.5% | -35.5% | +173.1% | +111.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling