-28.8%
WING vs MDY
+17.5%
-46.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.6% | +3.1% | +3.2% |
| 7D | +21.0% | +1.7% | +19.3% | +19.1% |
| 30D | +56.9% | +1.2% | +55.7% | +55.0% |
| 3M | +38.4% | -3.5% | +41.8% | +42.8% |
| 6M | +12.0% | +3.5% | +8.5% | +7.5% |
| YTD | -29.2% | +13.6% | -42.8% | -38.8% |
| 1Y | -28.8% | +17.1% | -45.9% | -42.0% |
| All | -28.8% | +17.5% | -46.3% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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