+635.2%
WING vs MDY
+178.1%
+457.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | -2.5% | +2.3% | -4.8% | -4.3% |
| 30D | +29.5% | +2.0% | +27.5% | +27.4% |
| 3M | +40.2% | -5.6% | +45.8% | +47.8% |
| 6M | +32.7% | +1.3% | +31.4% | +31.0% |
| YTD | -32.8% | +12.3% | -45.1% | -39.5% |
| 1Y | -31.7% | +15.8% | -47.5% | -40.1% |
| 3Y | -24.7% | +56.5% | -81.2% | -49.9% |
| 5Y | -0.5% | +35.1% | -35.6% | -23.8% |
| 10Y | +647.5% | +167.4% | +480.1% | +204.6% |
| All | +635.2% | +178.1% | +457.2% | +181.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling