+174.8%
WING vs CLBK
+65.5%
+109.3%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.1% | +6.0% | +6.0% |
| 7D | +7.2% | -1.5% | +8.7% | +7.5% |
| 30D | +4.8% | -1.0% | +5.8% | +5.0% |
| 3M | -23.7% | +22.9% | -46.6% | -27.0% |
| 6M | -43.6% | +44.2% | -87.8% | -47.8% |
| YTD | -50.6% | +64.0% | -114.5% | -55.6% |
| 1Y | -57.0% | +65.7% | -122.7% | -61.5% |
| 3Y | -28.3% | +54.1% | -82.3% | -36.1% |
| 5Y | -32.4% | +44.7% | -77.1% | -42.0% |
| All | +174.8% | +65.5% | +109.3% | +125.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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