+1,135.8%
URI vs WING
+620.3%
+515.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.3% |
| 7D | +6.7% | -2.5% | +9.2% | +7.4% |
| 30D | +8.9% | +29.5% | -20.7% | +1.5% |
| 3M | +0.5% | +40.2% | -39.6% | -9.0% |
| 6M | +20.7% | +32.7% | -12.0% | +9.1% |
| YTD | +40.0% | -32.8% | +72.8% | +48.5% |
| 1Y | +34.4% | -31.7% | +66.1% | +41.3% |
| 3Y | +149.5% | -24.7% | +174.2% | +134.1% |
| 5Y | +205.6% | -0.5% | +206.0% | +147.6% |
| All | +1,135.8% | +620.3% | +515.6% | +407.8% |
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 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