+635.6%
WING vs BWA
+13.5%
+622.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -4.3% |
| 7D | -3.9% | +7.3% | -11.2% | -5.6% |
| 30D | +26.6% | -15.8% | +42.5% | +32.3% |
| 3M | +42.5% | -25.7% | +68.3% | +53.6% |
| 6M | +29.4% | -19.6% | +49.0% | +35.7% |
| YTD | -32.8% | +14.1% | -46.8% | -37.4% |
| 1Y | -33.5% | +12.2% | -45.6% | -37.8% |
| 3Y | -23.4% | +63.8% | -87.2% | -37.6% |
| 5Y | -0.4% | +28.7% | -29.1% | -15.1% |
| 10Y | +647.8% | +95.8% | +552.1% | +406.4% |
| All | +635.6% | +13.5% | +622.1% | +374.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling