+716.5%
WING vs EXR
+215.3%
+501.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.6% | +7.8% | +8.2% |
| 7D | +8.6% | +2.7% | +5.9% | +7.6% |
| 30D | +44.8% | +18.9% | +25.8% | +36.3% |
| 3M | +51.9% | +8.4% | +43.6% | +47.8% |
| 6M | +37.2% | +14.3% | +22.9% | +30.8% |
| YTD | -25.3% | +27.2% | -52.5% | -31.6% |
| 1Y | -25.1% | +25.9% | -51.0% | -31.2% |
| 3Y | -12.9% | +54.6% | -67.6% | -27.1% |
| 5Y | +12.0% | -0.6% | +12.6% | +9.2% |
| 10Y | +716.5% | +208.5% | +508.0% | +515.5% |
| All | +716.5% | +215.3% | +501.2% | +515.5% |
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