+375.5%
WING vs EXR
+144.7%
+230.8%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.5% | +3.6% | +1.9% |
| 7D | -2.3% | -3.1% | +0.8% | -1.2% |
| 30D | -5.6% | -7.5% | +1.9% | -3.0% |
| 3M | -22.9% | -7.5% | -15.4% | -20.8% |
| 6M | -50.4% | -5.2% | -45.2% | -49.6% |
| YTD | -53.3% | +6.5% | -59.8% | -54.5% |
| 1Y | -61.2% | -2.0% | -59.2% | -61.1% |
| 3Y | -30.1% | +21.5% | -51.6% | -36.4% |
| 5Y | -35.0% | -11.5% | -23.5% | -33.8% |
| 10Y | +375.5% | +148.0% | +227.5% | +278.0% |
| All | +375.5% | +144.7% | +230.8% | +278.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded EXR 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling