+683.2%
WING vs EXR
+261.9%
+421.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.8% | -3.4% | -3.9% |
| 7D | +5.0% | +1.7% | +3.2% | +4.4% |
| 30D | +38.7% | +18.0% | +20.7% | +31.0% |
| 3M | +44.7% | +9.7% | +35.1% | +40.3% |
| 6M | +31.5% | +13.4% | +18.0% | +25.7% |
| YTD | -28.4% | +26.3% | -54.7% | -34.2% |
| 1Y | -28.2% | +27.6% | -55.7% | -34.2% |
| 3Y | -18.4% | +52.2% | -70.6% | -31.1% |
| 5Y | +5.2% | -1.1% | +6.3% | +2.7% |
| 10Y | +699.8% | +216.8% | +483.0% | +463.2% |
| All | +683.2% | +261.9% | +421.3% | +382.7% |
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 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