-24.7%
WING vs MDY
+56.8%
-81.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | -2.5% | +2.3% | -4.8% | -4.2% |
| 30D | +29.5% | +2.0% | +27.5% | +27.5% |
| 3M | +40.2% | -5.6% | +45.8% | +47.3% |
| 6M | +32.7% | +1.3% | +31.4% | +31.0% |
| YTD | -32.8% | +12.3% | -45.1% | -39.2% |
| 1Y | -31.7% | +15.8% | -47.5% | -39.8% |
| 3Y | -24.7% | +56.5% | -81.2% | -42.8% |
| All | -24.7% | +56.8% | -81.5% | -42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling