-63.8%
WING vs EXR
+0.3%
-64.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -0.1% | -0.7% | +0.5% | +0.2% |
| 30D | -6.0% | -6.9% | +0.9% | -2.7% |
| 3M | -23.5% | -3.0% | -20.5% | -22.3% |
| 6M | -52.0% | -2.9% | -49.0% | -51.2% |
| YTD | -53.8% | +9.3% | -63.1% | -58.0% |
| 1Y | -63.8% | -0.9% | -62.9% | -65.1% |
| All | -63.8% | +0.3% | -64.1% | -65.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling