+63.8%
WEC vs WING
-13.5%
+77.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +8.4% | -7.3% | +1.1% |
| 7D | +0.2% | +8.6% | -8.3% | +0.2% |
| 30D | +12.9% | +44.8% | -31.8% | +13.0% |
| 3M | +9.8% | +51.9% | -42.2% | +9.9% |
| 6M | +6.7% | +37.2% | -30.5% | +6.9% |
| YTD | +14.0% | -25.3% | +39.3% | +13.1% |
| 1Y | +7.3% | -25.1% | +32.4% | +6.6% |
| 3Y | +63.8% | -12.9% | +76.7% | +39.7% |
| All | +63.8% | -13.5% | +77.3% | +39.7% |
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