+398.2%
WING vs BG
+166.7%
+231.5%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -1.7% | +7.7% | +6.3% |
| 7D | +7.2% | +3.1% | +4.1% | +6.5% |
| 30D | +4.8% | +10.2% | -5.4% | +2.6% |
| 3M | -23.7% | -1.7% | -22.0% | -23.7% |
| 6M | -43.6% | +1.0% | -44.6% | -44.2% |
| YTD | -50.6% | +39.9% | -90.5% | -54.9% |
| 1Y | -57.0% | +53.2% | -110.3% | -61.8% |
| 3Y | -28.3% | +16.3% | -44.5% | -33.0% |
| 5Y | -32.4% | +83.9% | -116.3% | -45.5% |
| All | +398.2% | +166.7% | +231.5% | +206.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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