+3.9%
WFC vs WING
-33.5%
+37.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +2.5% | -2.7% | +5.2% | +2.7% |
| 30D | +7.0% | +29.3% | -22.3% | +4.8% |
| 3M | -1.8% | +39.9% | -41.6% | -4.5% |
| 6M | +18.4% | +32.4% | -14.0% | +14.1% |
| YTD | -5.6% | -32.9% | +27.3% | +0.4% |
| 1Y | +3.9% | -31.9% | +35.7% | +10.7% |
| All | +3.9% | -33.5% | +37.3% | +10.7% |
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