+115.3%
WFC vs WING
+405.9%
-290.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.8% | +1.0% |
| 7D | +3.8% | -3.9% | +7.6% | +4.3% |
| 30D | +1.5% | -11.6% | +13.1% | +2.8% |
| 3M | +10.9% | -24.2% | +35.1% | +14.0% |
| 6M | +8.4% | -54.1% | +62.5% | +18.3% |
| YTD | -1.9% | -53.9% | +52.0% | +6.6% |
| 1Y | +12.3% | -64.4% | +76.7% | +25.5% |
| 3Y | +132.3% | -30.2% | +162.5% | +125.6% |
| 5Y | +130.1% | -34.1% | +164.2% | +116.1% |
| 10Y | +134.4% | +342.1% | -207.8% | +54.3% |
| All | +115.3% | +405.9% | -290.6% | +34.5% |
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