+642.9%
WDC vs WING
+620.3%
+22.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | +12.1% | -2.5% | +14.6% | +12.7% |
| 30D | -18.8% | +29.5% | -48.3% | -24.1% |
| 3M | -39.3% | +40.2% | -79.5% | -45.0% |
| 6M | -40.1% | +32.7% | -72.8% | -45.8% |
| YTD | +71.8% | -32.8% | +104.6% | +82.3% |
| 1Y | +88.5% | -31.7% | +120.2% | +98.3% |
| 3Y | +770.0% | -24.7% | +794.7% | +746.5% |
| 5Y | +549.0% | -0.5% | +549.5% | +452.1% |
| All | +642.9% | +620.3% | +22.6% | +272.1% |
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