+390.5%
WDC vs WING
+719.8%
-329.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +8.4% | +1.5% | +7.9% |
| 7D | -14.4% | +8.6% | -23.0% | -16.0% |
| 30D | -27.1% | +44.8% | -71.8% | -33.5% |
| 3M | -33.3% | +51.9% | -85.2% | -40.6% |
| 6M | -39.6% | +37.2% | -76.8% | -45.6% |
| YTD | +68.4% | -25.3% | +93.7% | +74.3% |
| 1Y | +78.2% | -25.1% | +103.3% | +83.5% |
| 3Y | +772.0% | -12.9% | +784.9% | +721.7% |
| 5Y | +584.9% | +12.0% | +572.9% | +470.5% |
| 10Y | +653.4% | +716.5% | -63.1% | +258.7% |
| All | +390.5% | +719.8% | -329.3% | +121.1% |
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