+452.3%
WELL vs WING
+719.8%
-267.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.4% | -7.4% | -0.2% |
| 7D | +3.5% | +8.6% | -5.1% | +2.3% |
| 30D | +9.7% | +44.8% | -35.1% | +4.1% |
| 3M | +4.8% | +51.9% | -47.1% | -1.7% |
| 6M | +16.1% | +37.2% | -21.2% | +9.7% |
| YTD | +34.7% | -25.3% | +60.0% | +36.7% |
| 1Y | +31.9% | -25.1% | +57.0% | +33.6% |
| 3Y | +209.9% | -12.9% | +222.8% | +188.3% |
| 5Y | +226.5% | +12.0% | +214.5% | +178.9% |
| 10Y | +455.3% | +716.5% | -261.2% | +204.3% |
| All | +452.3% | +719.8% | -267.5% | +194.8% |
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 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