+405.5%
WING vs BR
+293.3%
+112.2%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.5% | +2.7% | +1.5% |
| 7D | -0.1% | -5.9% | +5.8% | +3.1% |
| 30D | -6.0% | +1.9% | -7.9% | -7.1% |
| 3M | -23.5% | +14.7% | -38.1% | -29.8% |
| 6M | -52.0% | -12.8% | -39.2% | -48.7% |
| YTD | -53.8% | -23.0% | -30.8% | -47.4% |
| 1Y | -63.8% | -31.7% | -32.1% | -56.0% |
| 3Y | -30.8% | -4.8% | -26.0% | -31.1% |
| 5Y | -34.3% | +7.8% | -42.1% | -39.8% |
| 10Y | +352.4% | +184.1% | +168.3% | +140.2% |
| All | +405.5% | +293.3% | +112.2% | +109.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling