+440.8%
WING vs BRKR
+166.0%
+274.9%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.2% | +6.2% | +6.0% |
| 7D | +7.2% | -8.7% | +15.9% | +10.2% |
| 30D | +4.8% | -9.9% | +14.6% | +7.8% |
| 3M | -23.7% | -3.1% | -20.6% | -24.3% |
| 6M | -43.6% | +45.5% | -89.1% | -52.0% |
| YTD | -50.6% | +13.7% | -64.3% | -54.4% |
| 1Y | -57.0% | +67.4% | -124.5% | -65.3% |
| 3Y | -28.3% | -13.2% | -15.1% | -32.4% |
| 5Y | -32.4% | -39.5% | +7.1% | -29.2% |
| 10Y | +403.6% | +153.5% | +250.1% | +216.9% |
| All | +440.8% | +166.0% | +274.9% | +218.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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