+619.8%
WING vs EXR
+215.7%
+404.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.8% | -4.2% |
| 7D | -3.9% | -1.2% | -2.7% | -3.4% |
| 30D | +26.6% | +18.3% | +8.3% | +19.5% |
| 3M | +42.5% | +9.1% | +33.4% | +38.4% |
| 6M | +29.4% | +11.7% | +17.7% | +24.4% |
| YTD | -32.8% | +25.7% | -58.5% | -38.1% |
| 1Y | -33.5% | +24.9% | -58.4% | -38.6% |
| 3Y | -23.4% | +51.4% | -74.8% | -35.3% |
| 5Y | -0.4% | -1.9% | +1.5% | -2.5% |
| All | +619.8% | +215.7% | +404.1% | +455.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling