+1,207.3%
URI vs WING
+672.3%
+535.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.7% | +5.8% | +4.6% |
| 7D | +2.4% | -0.5% | +2.9% | +2.6% |
| 30D | +8.9% | +32.3% | -23.4% | +1.0% |
| 3M | +0.8% | +50.2% | -49.4% | -10.3% |
| 6M | +23.1% | +31.7% | -8.5% | +11.7% |
| YTD | +43.1% | -29.6% | +72.7% | +49.8% |
| 1Y | +35.7% | -29.7% | +65.4% | +41.7% |
| 3Y | +158.2% | -19.8% | +178.0% | +139.3% |
| 5Y | +212.6% | +3.1% | +209.5% | +153.4% |
| 10Y | +1,210.8% | +682.9% | +527.9% | +442.3% |
| All | +1,207.3% | +672.3% | +535.0% | +415.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling