+12.0%
WBD vs WING
+379.2%
-367.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | -0.6% | +0.2% | -0.8% | -0.6% |
| 30D | +4.2% | -0.5% | +4.6% | +4.0% |
| 3M | +7.5% | -23.9% | +31.4% | +11.2% |
| 6M | +1.6% | -48.9% | +50.5% | +11.2% |
| YTD | -2.2% | -53.3% | +51.2% | +7.6% |
| 1Y | +124.9% | -60.3% | +185.2% | +152.3% |
| 3Y | +149.1% | -30.1% | +179.2% | +139.1% |
| 5Y | +7.8% | -36.2% | +44.0% | -1.6% |
| All | +12.0% | +379.2% | -367.2% | -24.5% |
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