+1.8%
WING vs ALHC
-64.2%
+66.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.4% | -1.1% |
| 7D | +9.0% | +1.0% | +8.1% | +8.7% |
| 30D | +39.9% | -14.2% | +54.1% | +42.4% |
| 3M | +40.4% | -45.1% | +85.6% | +52.2% |
| 6M | +12.9% | -59.5% | +72.4% | +26.2% |
| YTD | -31.1% | -62.8% | +31.8% | -22.5% |
| 1Y | -32.7% | -55.5% | +22.8% | -26.4% |
| 3Y | -19.8% | +25.7% | -45.5% | -28.6% |
| All | +1.8% | -64.2% | +66.0% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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