+683.2%
WING vs BUD
-10.2%
+693.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.1% | -5.3% | -4.5% |
| 7D | +5.0% | +6.0% | -1.1% | +3.2% |
| 30D | +38.7% | +11.3% | +27.4% | +34.6% |
| 3M | +44.7% | +3.6% | +41.2% | +43.3% |
| 6M | +31.5% | +7.7% | +23.8% | +28.6% |
| YTD | -28.4% | +36.4% | -64.8% | -34.9% |
| 1Y | -28.2% | +37.8% | -66.0% | -34.9% |
| 3Y | -18.4% | +51.2% | -69.7% | -29.1% |
| 5Y | +5.2% | +53.4% | -48.2% | -10.2% |
| 10Y | +699.8% | -3.2% | +703.0% | +593.3% |
| All | +683.2% | -10.2% | +693.4% | +601.4% |
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