+1,309.1%
WDC vs WING
+359.3%
+949.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.8% |
| 7D | +7.5% | -2.3% | +9.7% | +8.1% |
| 30D | +10.1% | -5.6% | +15.7% | +10.9% |
| 3M | -6.8% | -22.9% | +16.1% | -2.2% |
| 6M | +84.1% | -50.4% | +134.6% | +113.6% |
| YTD | +180.3% | -53.3% | +233.6% | +227.9% |
| 1Y | +411.1% | -61.2% | +472.3% | +521.6% |
| 3Y | +1,375.0% | -30.1% | +1,405.1% | +1,366.0% |
| 5Y | +991.6% | -35.0% | +1,026.6% | +940.0% |
| 10Y | +1,309.1% | +375.5% | +933.6% | +744.4% |
| All | +1,309.1% | +359.3% | +949.8% | +744.4% |
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 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