+352.4%
WING vs RACE
+793.3%
-440.9%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.6% |
| 7D | -0.1% | -1.0% | +0.9% | +0.3% |
| 30D | -6.0% | -1.5% | -4.5% | -5.5% |
| 3M | -23.5% | +15.5% | -38.9% | -28.3% |
| 6M | -52.0% | +17.3% | -69.3% | -55.5% |
| YTD | -53.8% | +11.1% | -64.9% | -56.6% |
| 1Y | -63.8% | -14.3% | -49.5% | -62.1% |
| 3Y | -30.8% | +40.2% | -70.9% | -44.9% |
| 5Y | -34.3% | +92.6% | -126.8% | -55.8% |
| 10Y | +352.4% | +786.6% | -434.2% | +81.2% |
| All | +352.4% | +793.3% | -440.9% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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