+152.6%
WAT vs WING
+341.7%
-189.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.6% |
| 7D | -0.7% | -0.1% | -0.6% | -0.7% |
| 30D | -1.0% | -6.0% | +5.1% | -0.3% |
| 3M | +10.9% | -23.5% | +34.4% | +14.6% |
| 6M | +33.2% | -52.0% | +85.2% | +47.4% |
| YTD | +6.1% | -53.8% | +59.9% | +17.0% |
| 1Y | +30.2% | -63.8% | +94.0% | +48.8% |
| 3Y | +52.9% | -30.8% | +83.6% | +50.0% |
| 5Y | -5.1% | -34.3% | +29.2% | -9.8% |
| 10Y | +152.6% | +352.4% | -199.8% | +79.3% |
| All | +152.6% | +341.7% | -189.1% | +79.3% |
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