+112.4%
WFC vs WING
+620.3%
-507.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.3% |
| 7D | +2.5% | -2.5% | +5.0% | +2.8% |
| 30D | +7.0% | +29.5% | -22.5% | +3.4% |
| 3M | -1.8% | +40.2% | -41.9% | -6.3% |
| 6M | +18.4% | +32.7% | -14.3% | +12.8% |
| YTD | -5.6% | -32.8% | +27.2% | -2.6% |
| 1Y | +3.9% | -31.7% | +35.6% | +6.7% |
| 3Y | +126.3% | -24.7% | +151.0% | +119.0% |
| 5Y | +91.1% | -0.5% | +91.6% | +69.3% |
| All | +112.4% | +620.3% | -507.8% | +30.4% |
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 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