+352.4%
WING vs ACM
+128.0%
+224.4%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.6% |
| 7D | -0.1% | -0.3% | +0.2% | 0.0% |
| 30D | -6.0% | -12.9% | +6.9% | -0.7% |
| 3M | -23.5% | -6.4% | -17.1% | -22.1% |
| 6M | -52.0% | -29.2% | -22.8% | -44.9% |
| YTD | -53.8% | -29.9% | -23.9% | -46.6% |
| 1Y | -63.8% | -47.3% | -16.5% | -53.1% |
| 3Y | -30.8% | -19.6% | -11.2% | -26.1% |
| 5Y | -34.3% | +5.5% | -39.8% | -37.3% |
| 10Y | +352.4% | +129.7% | +222.7% | +207.6% |
| All | +352.4% | +128.0% | +224.4% | +207.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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