+398.2%
WING vs BTG
+159.3%
+238.9%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.4% | +5.6% | +5.9% |
| 7D | +7.2% | -3.8% | +11.0% | +7.6% |
| 30D | +4.8% | +3.6% | +1.1% | +4.3% |
| 3M | -23.7% | +32.0% | -55.7% | -26.1% |
| 6M | -43.6% | +3.4% | -46.9% | -44.3% |
| YTD | -50.6% | +20.8% | -71.4% | -52.2% |
| 1Y | -57.0% | +22.4% | -79.4% | -58.8% |
| 3Y | -28.3% | +91.7% | -120.0% | -36.3% |
| 5Y | -32.4% | +79.0% | -111.4% | -40.4% |
| All | +398.2% | +159.3% | +238.9% | +318.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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