+99.1%
V vs WING
+4.1%
+95.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.2% |
| 7D | +2.2% | +9.0% | -6.9% | +1.1% |
| 30D | +13.6% | +39.9% | -26.4% | +8.7% |
| 3M | +14.3% | +40.4% | -26.1% | +8.9% |
| 6M | +33.1% | +12.9% | +20.2% | +29.6% |
| YTD | +21.2% | -31.1% | +52.3% | +24.9% |
| 1Y | +26.4% | -32.7% | +59.1% | +30.4% |
| 3Y | +77.6% | -19.8% | +97.4% | +65.3% |
| All | +99.1% | +4.1% | +95.0% | +71.8% |
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 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