+231.8%
WAT vs WING
+675.9%
-444.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.2% | +3.9% | +0.4% |
| 7D | +3.4% | +5.0% | -1.6% | +2.7% |
| 30D | +9.6% | +38.7% | -29.1% | +4.2% |
| 3M | +15.5% | +44.7% | -29.2% | +8.5% |
| 6M | +33.9% | +31.5% | +2.4% | +26.6% |
| YTD | +25.2% | -28.4% | +53.6% | +28.4% |
| 1Y | +26.3% | -28.2% | +54.5% | +29.3% |
| 3Y | +85.8% | -18.4% | +104.2% | +78.4% |
| 5Y | +35.3% | +5.2% | +30.0% | +19.7% |
| 10Y | +231.8% | +699.8% | -468.0% | +121.3% |
| All | +231.8% | +675.9% | -444.1% | +121.3% |
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