+255.9%
WAT vs WING
+719.8%
-463.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +8.4% | -4.2% | +3.0% |
| 7D | +6.0% | +8.6% | -2.5% | +4.8% |
| 30D | +9.9% | +44.8% | -34.9% | +3.8% |
| 3M | +17.2% | +51.9% | -34.8% | +9.3% |
| 6M | +34.2% | +37.2% | -3.0% | +26.2% |
| YTD | +25.5% | -25.3% | +50.8% | +27.9% |
| 1Y | +28.3% | -25.1% | +53.3% | +30.4% |
| 3Y | +88.4% | -12.9% | +101.3% | +79.4% |
| 5Y | +36.1% | +12.0% | +24.1% | +19.9% |
| 10Y | +234.8% | +716.5% | -481.7% | +110.5% |
| All | +255.9% | +719.8% | -463.9% | +118.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling