-36.2%
WING vs BTG
+75.0%
-111.2%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +0.2% |
| 7D | +0.2% | -5.5% | +5.7% | +0.7% |
| 30D | -0.5% | +6.1% | -6.6% | -1.1% |
| 3M | -23.9% | +38.6% | -62.5% | -26.3% |
| 6M | -48.9% | +0.7% | -49.6% | -49.3% |
| YTD | -53.3% | +20.3% | -73.7% | -54.6% |
| 1Y | -60.3% | +25.0% | -85.4% | -61.9% |
| 3Y | -30.1% | +97.3% | -127.4% | -38.7% |
| 5Y | -36.2% | +78.3% | -114.5% | -43.8% |
| All | -36.2% | +75.0% | -111.2% | -43.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling