+398.2%
WING vs MDY
+177.2%
+221.0%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.8% | +5.1% | +5.2% |
| 7D | +7.2% | -1.9% | +9.1% | +9.0% |
| 30D | +4.8% | -4.6% | +9.4% | +9.3% |
| 3M | -23.7% | -1.2% | -22.4% | -22.9% |
| 6M | -43.6% | +9.2% | -52.8% | -48.0% |
| YTD | -50.6% | +13.1% | -63.6% | -55.7% |
| 1Y | -57.0% | +13.0% | -70.0% | -61.5% |
| 3Y | -28.3% | +49.2% | -77.5% | -50.0% |
| 5Y | -32.4% | +47.2% | -79.6% | -51.6% |
| All | +398.2% | +177.2% | +221.0% | +101.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling