+211.0%
WELL vs WING
-35.4%
+246.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.2% | +0.4% |
| 7D | -1.3% | -0.1% | -1.2% | -1.3% |
| 30D | +0.5% | -6.0% | +6.5% | +0.8% |
| 3M | +19.1% | -23.5% | +42.6% | +20.8% |
| 6M | +17.0% | -52.0% | +69.0% | +22.2% |
| YTD | +29.2% | -53.8% | +83.0% | +34.5% |
| 1Y | +42.1% | -63.8% | +105.9% | +50.7% |
| 3Y | +204.5% | -30.8% | +235.3% | +190.9% |
| 5Y | +211.0% | -34.3% | +245.3% | +186.4% |
| All | +211.0% | -35.4% | +246.4% | +186.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling