-59.5%
WING vs AHR
+356.1%
-415.5%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.9% | +6.8% | +6.1% |
| 7D | +7.2% | -2.1% | +9.3% | +7.5% |
| 30D | +4.8% | +1.9% | +2.9% | +4.5% |
| 3M | -23.7% | +15.7% | -39.3% | -24.8% |
| 6M | -43.6% | +2.5% | -46.1% | -43.6% |
| YTD | -50.6% | +15.0% | -65.6% | -51.7% |
| 1Y | -57.0% | +28.1% | -85.1% | -59.3% |
| All | -59.5% | +356.1% | -415.5% | -69.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling