-61.7%
WING vs AHR
+360.2%
-421.9%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.1% |
| 7D | +0.2% | -3.0% | +3.3% | +0.6% |
| 30D | -0.5% | +2.6% | -3.1% | -0.8% |
| 3M | -23.9% | +16.0% | -39.9% | -25.0% |
| 6M | -48.9% | +3.1% | -52.0% | -49.0% |
| YTD | -53.3% | +16.0% | -69.4% | -54.5% |
| 1Y | -60.3% | +28.0% | -88.3% | -62.3% |
| All | -61.7% | +360.2% | -421.9% | -71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 3y: compounded portfolio wealth divided by compounded AHR 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…
3y analysis · Full analysis span regression · 6 months rolling