+635.6%
WING vs NWSA
+107.7%
+527.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.1% | -2.4% | -3.7% |
| 7D | -3.9% | -0.8% | -3.1% | -3.6% |
| 30D | +26.6% | -11.3% | +38.0% | +32.0% |
| 3M | +42.5% | -8.1% | +50.6% | +46.3% |
| 6M | +29.4% | -0.7% | +30.1% | +28.1% |
| YTD | -32.8% | +1.3% | -34.1% | -34.3% |
| 1Y | -33.5% | -1.3% | -32.1% | -34.2% |
| 3Y | -23.4% | +28.4% | -51.8% | -32.2% |
| 5Y | -0.4% | +15.3% | -15.7% | -10.4% |
| 10Y | +647.8% | +142.7% | +505.1% | +400.8% |
| All | +635.6% | +107.7% | +527.8% | +403.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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