+654.1%
WING vs BUD
-12.4%
+666.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.1% |
| 7D | +9.0% | +4.5% | +4.6% | +7.8% |
| 30D | +39.9% | +12.5% | +27.4% | +35.4% |
| 3M | +40.4% | 0.0% | +40.4% | +40.4% |
| 6M | +12.9% | +3.8% | +9.1% | +11.6% |
| YTD | -31.1% | +33.1% | -64.1% | -36.9% |
| 1Y | -32.7% | +35.5% | -68.2% | -38.7% |
| 3Y | -19.8% | +49.4% | -69.2% | -30.1% |
| 5Y | +4.0% | +48.0% | -44.1% | -10.4% |
| 10Y | +684.4% | -8.6% | +693.0% | +593.5% |
| All | +654.1% | -12.4% | +666.5% | +580.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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