-34.3%
WING vs BWA
+88.6%
-122.9%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.7% |
| 7D | -0.1% | +4.3% | -4.4% | -1.2% |
| 30D | -6.0% | -2.9% | -3.1% | -5.5% |
| 3M | -23.5% | -12.4% | -11.1% | -21.1% |
| 6M | -52.0% | +28.6% | -80.5% | -55.9% |
| YTD | -53.8% | +48.2% | -102.0% | -60.4% |
| 1Y | -63.8% | +50.9% | -114.7% | -69.3% |
| 3Y | -30.8% | +72.2% | -102.9% | -45.4% |
| 5Y | -34.3% | +91.1% | -125.3% | -55.2% |
| All | -34.3% | +88.6% | -122.9% | -55.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling