-24.7%
WING vs EXR
+53.5%
-78.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -2.5% | -0.4% | -2.1% | -2.3% |
| 30D | +29.5% | +18.2% | +11.3% | +22.5% |
| 3M | +40.2% | +7.3% | +32.8% | +36.7% |
| 6M | +32.7% | +13.8% | +18.9% | +26.9% |
| YTD | -32.8% | +25.9% | -58.7% | -37.9% |
| 1Y | -31.7% | +25.8% | -57.5% | -36.9% |
| 3Y | -24.7% | +53.7% | -78.4% | -30.7% |
| All | -24.7% | +53.5% | -78.3% | -30.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling