+30.9%
WELL vs WING
-25.3%
+56.2%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.4% | -7.4% | +0.8% |
| 7D | +3.5% | +8.6% | -5.1% | +3.3% |
| 30D | +9.7% | +44.8% | -35.1% | +9.1% |
| 3M | +4.8% | +51.9% | -47.1% | +4.2% |
| 6M | +16.1% | +37.2% | -21.2% | +15.9% |
| YTD | +34.7% | -25.3% | +60.0% | +29.9% |
| All | +30.9% | -25.3% | +56.2% | +25.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling