+142.0%
W vs WING
-19.7%
+161.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | 0.0% | -1.1% |
| 7D | -3.6% | +9.0% | -12.6% | -5.8% |
| 30D | +7.0% | +39.9% | -33.0% | -2.4% |
| 3M | +7.4% | +40.4% | -33.0% | -3.0% |
| 6M | +69.3% | +12.9% | +56.4% | +61.3% |
| YTD | +11.3% | -31.1% | +42.4% | +21.8% |
| 1Y | +13.2% | -32.7% | +45.9% | +24.2% |
| 3Y | +142.0% | -19.8% | +161.8% | +64.2% |
| All | +142.0% | -19.7% | +161.7% | +64.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling