+96.6%
USB vs WING
-17.6%
+114.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.7% | -1.8% | +1.6% |
| 7D | +2.4% | +21.0% | -18.6% | +0.9% |
| 30D | +6.6% | +56.9% | -50.3% | +2.8% |
| 3M | -4.1% | +38.4% | -42.5% | -6.8% |
| 6M | +12.5% | +12.0% | +0.5% | +10.8% |
| YTD | +17.6% | -29.2% | +46.9% | +20.0% |
| 1Y | +36.5% | -28.8% | +65.3% | +39.1% |
| All | +96.6% | -17.6% | +114.2% | +72.8% |
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 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