-32.3%
WING vs BTG
+94.1%
-126.4%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | 0.0% |
| 7D | +0.2% | -5.5% | +5.7% | +0.4% |
| 30D | -0.5% | +6.1% | -6.6% | -0.7% |
| 3M | -23.9% | +38.6% | -62.5% | -24.7% |
| 6M | -48.9% | +0.7% | -49.6% | -49.1% |
| YTD | -53.3% | +20.3% | -73.7% | -53.6% |
| 1Y | -60.3% | +25.0% | -85.4% | -60.7% |
| All | -32.3% | +94.1% | -126.4% | -33.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling