+1,359.3%
WDC vs WING
-31.3%
+1,390.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | +6.0% | -0.1% | +6.1% | +6.0% |
| 30D | +9.9% | -6.0% | +15.9% | +10.7% |
| 3M | -9.4% | -23.5% | +14.1% | -5.5% |
| 6M | +94.7% | -52.0% | +146.6% | +125.7% |
| YTD | +177.3% | -53.8% | +231.1% | +223.3% |
| 1Y | +412.4% | -63.8% | +476.2% | +532.4% |
| 3Y | +1,359.3% | -30.8% | +1,390.1% | +1,253.9% |
| All | +1,359.3% | -31.3% | +1,390.6% | +1,253.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling