+691.0%
WDC vs WING
+405.9%
+285.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.8% | +6.1% |
| 7D | +1.7% | -3.9% | +5.6% | +2.7% |
| 30D | -10.0% | -11.6% | +1.6% | -7.7% |
| 3M | -18.8% | -24.2% | +5.4% | -14.3% |
| 6M | +79.0% | -54.1% | +133.1% | +111.6% |
| YTD | +171.6% | -53.9% | +225.5% | +218.5% |
| 1Y | +417.4% | -64.4% | +481.7% | +542.1% |
| 3Y | +1,251.8% | -30.2% | +1,282.0% | +1,244.1% |
| 5Y | +911.7% | -34.1% | +945.8% | +861.6% |
| 10Y | +1,399.6% | +342.1% | +1,057.5% | +732.1% |
| All | +691.0% | +405.9% | +285.1% | +304.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling