+398.2%
WING vs BR
+189.7%
+208.5%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.3% | +6.3% | +6.1% |
| 7D | +7.2% | -3.0% | +10.2% | +8.9% |
| 30D | +4.8% | -0.3% | +5.1% | +4.8% |
| 3M | -23.7% | +17.3% | -41.0% | -30.6% |
| 6M | -43.6% | -6.7% | -36.9% | -41.9% |
| YTD | -50.6% | -23.4% | -27.1% | -43.7% |
| 1Y | -57.0% | -32.7% | -24.4% | -47.6% |
| 3Y | -28.3% | -5.9% | -22.4% | -28.1% |
| 5Y | -32.4% | +8.4% | -40.8% | -38.2% |
| All | +398.2% | +189.7% | +208.5% | +202.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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