+485.7%
V vs WING
+405.9%
+79.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.8% |
| 7D | -1.7% | -3.9% | +2.1% | -1.1% |
| 30D | +2.0% | -11.6% | +13.5% | +3.7% |
| 3M | +17.4% | -24.2% | +41.6% | +21.8% |
| 6M | +17.5% | -54.1% | +71.6% | +31.7% |
| YTD | +7.6% | -53.9% | +61.5% | +19.4% |
| 1Y | +7.7% | -64.4% | +72.1% | +24.3% |
| 3Y | +54.7% | -30.2% | +84.9% | +47.8% |
| 5Y | +73.0% | -34.1% | +107.2% | +59.8% |
| 10Y | +390.9% | +342.1% | +48.7% | +205.1% |
| All | +485.7% | +405.9% | +79.9% | +245.8% |
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 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