+228.0%
WAB vs WING
-35.4%
+263.5%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.3% | +0.5% |
| 7D | +1.7% | -0.1% | +1.8% | +1.7% |
| 30D | -2.4% | -6.0% | +3.6% | -1.8% |
| 3M | +9.7% | -23.5% | +33.2% | +13.2% |
| 6M | +16.5% | -52.0% | +68.5% | +28.4% |
| YTD | +33.7% | -53.8% | +87.5% | +46.9% |
| 1Y | +49.7% | -63.8% | +113.5% | +70.5% |
| 3Y | +170.9% | -30.8% | +201.7% | +156.4% |
| 5Y | +228.0% | -34.3% | +262.3% | +187.4% |
| All | +228.0% | -35.4% | +263.5% | +187.4% |
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