-30.9%
WING vs BWA
+76.2%
-107.2%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.7% | -1.2% |
| 7D | -3.9% | +5.7% | -9.5% | -4.3% |
| 30D | -11.6% | +1.4% | -13.0% | -11.7% |
| 3M | -24.2% | -12.1% | -12.1% | -23.4% |
| 6M | -54.1% | +28.6% | -82.6% | -55.3% |
| YTD | -53.9% | +51.1% | -105.0% | -56.9% |
| 1Y | -64.4% | +55.9% | -120.2% | -66.9% |
| All | -30.9% | +76.2% | -107.2% | -39.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling