-36.2%
WING vs BR
+7.7%
-43.9%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.1% | -0.1% |
| 7D | +0.2% | -6.0% | +6.2% | +4.0% |
| 30D | -0.5% | -0.9% | +0.4% | -0.1% |
| 3M | -23.9% | +16.4% | -40.2% | -31.9% |
| 6M | -48.9% | -8.2% | -40.7% | -46.3% |
| YTD | -53.3% | -23.2% | -30.1% | -45.1% |
| 1Y | -60.3% | -30.9% | -29.4% | -49.8% |
| 3Y | -30.1% | -5.0% | -25.1% | -32.2% |
| 5Y | -36.2% | +8.8% | -45.0% | -48.4% |
| All | -36.2% | +7.7% | -43.9% | -48.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling