-64.4%
WING vs EFV
+30.7%
-95.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.8% | -0.9% |
| 7D | -3.9% | +1.5% | -5.3% | -4.9% |
| 30D | -11.6% | +1.7% | -13.3% | -12.6% |
| 3M | -24.2% | +8.6% | -32.8% | -28.8% |
| 6M | -54.1% | +11.7% | -65.7% | -57.1% |
| YTD | -53.9% | +19.3% | -73.2% | -60.1% |
| 1Y | -64.4% | +30.2% | -94.6% | -72.5% |
| All | -64.4% | +30.7% | -95.0% | -72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 1y: compounded portfolio wealth divided by compounded EFV 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…
1y analysis · Full analysis span regression · 6 months rolling