+88.5%
WDC vs WING
-33.5%
+121.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.3% | -4.7% | -5.0% |
| 7D | +12.1% | -2.7% | +14.8% | +12.3% |
| 30D | -18.8% | +29.3% | -48.1% | -20.5% |
| 3M | -39.3% | +39.9% | -79.2% | -41.3% |
| 6M | -40.1% | +32.4% | -72.6% | -42.9% |
| YTD | +71.8% | -32.9% | +104.7% | +94.7% |
| 1Y | +88.5% | -31.9% | +120.3% | +116.2% |
| All | +88.5% | -33.5% | +121.9% | +116.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling