+404.4%
WING vs EXR
+213.4%
+191.0%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.3% | -0.5% |
| 7D | -3.9% | -2.6% | -1.3% | -3.0% |
| 30D | -11.6% | -7.2% | -4.4% | -9.3% |
| 3M | -24.2% | -3.5% | -20.7% | -23.3% |
| 6M | -54.1% | -5.3% | -48.8% | -53.3% |
| YTD | -53.9% | +9.4% | -63.3% | -55.5% |
| 1Y | -64.4% | +1.3% | -65.7% | -64.6% |
| 3Y | -30.2% | +22.4% | -52.6% | -36.6% |
| 5Y | -34.1% | -12.2% | -21.9% | -33.0% |
| 10Y | +342.1% | +148.6% | +193.6% | +236.3% |
| All | +404.4% | +213.4% | +191.0% | +226.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling