+584.9%
WDC vs WING
+9.2%
+575.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +8.4% | +1.5% | +8.2% |
| 7D | -14.4% | +8.6% | -23.0% | -15.8% |
| 30D | -27.1% | +44.8% | -71.8% | -32.7% |
| 3M | -33.3% | +51.9% | -85.2% | -39.6% |
| 6M | -39.6% | +37.2% | -76.8% | -44.9% |
| YTD | +68.4% | -25.3% | +93.7% | +75.6% |
| 1Y | +78.2% | -25.1% | +103.3% | +85.0% |
| 3Y | +772.0% | -12.9% | +784.9% | +733.0% |
| 5Y | +584.9% | +12.0% | +572.9% | +451.6% |
| All | +584.9% | +9.2% | +575.7% | +451.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling