+41.2%
USB vs WING
-34.0%
+75.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.2% |
| 7D | +1.4% | -3.9% | +5.3% | +1.8% |
| 30D | -1.3% | -11.6% | +10.3% | -0.4% |
| 3M | +15.2% | -24.2% | +39.4% | +17.5% |
| 6M | +18.8% | -54.1% | +72.9% | +26.3% |
| YTD | +21.0% | -53.9% | +74.9% | +28.2% |
| 1Y | +34.0% | -64.4% | +98.4% | +44.6% |
| 3Y | +95.3% | -30.2% | +125.5% | +92.8% |
| All | +41.2% | -34.0% | +75.1% | +32.5% |
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 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