+142.4%
WFC vs WING
+359.3%
-216.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | +1.8% |
| 7D | +0.4% | -2.3% | +2.7% | +0.7% |
| 30D | +2.5% | -5.6% | +8.1% | +3.0% |
| 3M | +10.0% | -22.9% | +32.9% | +12.8% |
| 6M | +15.1% | -50.4% | +65.5% | +24.1% |
| YTD | -2.2% | -53.3% | +51.1% | +5.9% |
| 1Y | +13.5% | -61.2% | +74.7% | +25.2% |
| 3Y | +135.2% | -30.1% | +165.3% | +128.1% |
| 5Y | +128.3% | -35.0% | +163.3% | +114.1% |
| 10Y | +142.4% | +375.5% | -233.1% | +61.6% |
| All | +142.4% | +359.3% | -216.9% | +61.6% |
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