+189.4%
WEC vs WING
+675.9%
-486.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.1% | 0.0% |
| 7D | +1.4% | +5.0% | -3.6% | +1.2% |
| 30D | +12.8% | +38.7% | -25.9% | +11.5% |
| 3M | +11.2% | +44.7% | -33.5% | +9.7% |
| 6M | +6.6% | +31.5% | -24.9% | +5.3% |
| YTD | +13.8% | -28.4% | +42.2% | +14.3% |
| 1Y | +7.6% | -28.2% | +35.8% | +8.1% |
| 3Y | +62.2% | -18.4% | +80.6% | +58.7% |
| 5Y | +52.0% | +5.2% | +46.7% | +44.9% |
| 10Y | +189.4% | +699.8% | -510.5% | +147.8% |
| All | +189.4% | +675.9% | -486.5% | +147.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling