+370.2%
WING vs BWA
+153.1%
+217.1%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.7% | -0.2% |
| 7D | +0.2% | -0.1% | +0.3% | +0.2% |
| 30D | -0.5% | -5.5% | +5.0% | +0.8% |
| 3M | -23.9% | -7.6% | -16.3% | -22.5% |
| 6M | -48.9% | +25.0% | -73.8% | -52.5% |
| YTD | -53.3% | +47.0% | -100.3% | -59.4% |
| 1Y | -60.3% | +54.0% | -114.3% | -66.1% |
| 3Y | -30.1% | +70.7% | -100.8% | -43.7% |
| 5Y | -36.2% | +86.7% | -122.9% | -51.1% |
| All | +370.2% | +153.1% | +217.1% | +186.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 10y: compounded portfolio wealth divided by compounded BWA 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…
10y analysis · Full analysis span regression · 6 months rolling