+141.5%
W vs WING
+341.7%
-200.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | +6.5% | -0.1% | +6.6% | +6.5% |
| 30D | -6.2% | -6.0% | -0.2% | -4.2% |
| 3M | +48.9% | -23.5% | +72.4% | +66.9% |
| 6M | +31.2% | -52.0% | +83.2% | +84.8% |
| YTD | -0.4% | -53.8% | +53.4% | +41.3% |
| 1Y | +14.8% | -63.8% | +78.6% | +80.9% |
| 3Y | +40.5% | -30.8% | +71.3% | +23.2% |
| 5Y | -62.1% | -34.3% | -27.8% | -67.8% |
| 10Y | +141.5% | +352.4% | -210.9% | -4.9% |
| All | +141.5% | +341.7% | -200.2% | -4.9% |
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