+398.2%
WING vs MKTX
+5.0%
+393.1%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.1% | +6.0% | +6.0% |
| 7D | +7.2% | -0.2% | +7.5% | +7.3% |
| 30D | +4.8% | +0.7% | +4.1% | +4.6% |
| 3M | -23.7% | +40.8% | -64.5% | -30.1% |
| 6M | -43.6% | -8.0% | -35.6% | -42.9% |
| YTD | -50.6% | -8.7% | -41.8% | -50.0% |
| 1Y | -57.0% | -11.8% | -45.2% | -56.3% |
| 3Y | -28.3% | -24.0% | -4.2% | -27.9% |
| 5Y | -32.4% | -60.3% | +27.9% | -19.6% |
| All | +398.2% | +5.0% | +393.1% | +396.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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