-35.0%
WING vs HRB
+104.8%
-139.9%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.7% | +1.3% |
| 7D | -2.3% | -10.6% | +8.3% | -0.2% |
| 30D | -5.6% | -0.8% | -4.8% | -5.6% |
| 3M | -22.9% | +19.1% | -42.0% | -25.6% |
| 6M | -50.4% | +48.7% | -99.1% | -54.6% |
| YTD | -53.3% | +7.1% | -60.4% | -53.9% |
| 1Y | -61.2% | -8.3% | -52.9% | -60.2% |
| 3Y | -30.1% | +25.8% | -55.9% | -36.9% |
| 5Y | -35.0% | +111.1% | -146.1% | -41.3% |
| All | -35.0% | +104.8% | -139.9% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 5y: compounded portfolio wealth divided by compounded HRB 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…
5y analysis · Full analysis span regression · 6 months rolling