+1,150.0%
URI vs WING
+341.2%
+808.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.9% |
| 7D | -2.0% | -3.9% | +1.9% | -1.1% |
| 30D | -12.9% | -11.6% | -1.4% | -10.6% |
| 3M | -6.7% | -24.2% | +17.5% | -1.2% |
| 6M | +19.0% | -54.1% | +73.1% | +42.4% |
| YTD | +25.5% | -53.9% | +79.4% | +48.0% |
| 1Y | +5.5% | -64.4% | +69.9% | +32.4% |
| 3Y | +111.3% | -30.2% | +141.5% | +99.4% |
| 5Y | +198.6% | -34.1% | +232.7% | +170.6% |
| All | +1,150.0% | +341.2% | +808.9% | +517.5% |
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