+405.5%
WING vs BTG
+332.9%
+72.6%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.9% | +3.1% | +0.5% |
| 7D | -0.1% | +4.8% | -4.9% | -0.6% |
| 30D | -6.0% | +8.3% | -14.4% | -6.8% |
| 3M | -23.5% | +32.3% | -55.8% | -25.6% |
| 6M | -52.0% | +3.0% | -54.9% | -52.5% |
| YTD | -53.8% | +21.9% | -75.7% | -55.1% |
| 1Y | -63.8% | +28.2% | -92.0% | -65.2% |
| 3Y | -30.8% | +99.9% | -130.7% | -37.3% |
| 5Y | -34.3% | +73.6% | -107.8% | -40.4% |
| 10Y | +352.4% | +136.5% | +215.9% | +297.4% |
| All | +405.5% | +332.9% | +72.6% | +394.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling