+210.1%
W vs WING
+620.3%
-410.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +0.2% | -2.5% | +2.7% | +1.4% |
| 30D | +6.8% | +29.5% | -22.7% | -7.5% |
| 3M | +10.7% | +40.2% | -29.5% | -10.0% |
| 6M | +86.3% | +32.7% | +53.6% | +51.5% |
| YTD | +11.5% | -32.8% | +44.3% | +27.5% |
| 1Y | +5.1% | -31.7% | +36.8% | +18.1% |
| 3Y | +171.0% | -24.7% | +195.7% | +133.0% |
| 5Y | -56.6% | -0.5% | -56.1% | -70.5% |
| All | +210.1% | +620.3% | -410.1% | -5.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling