+785.2%
WING vs RACE
+639.5%
+145.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.5% | -2.0% | -3.5% |
| 7D | -3.9% | -4.0% | +0.1% | -2.2% |
| 30D | +26.6% | +3.5% | +23.1% | +25.1% |
| 3M | +42.5% | -0.4% | +42.9% | +43.0% |
| 6M | +29.4% | +23.2% | +6.3% | +18.6% |
| YTD | -32.8% | +11.0% | -43.8% | -36.4% |
| 1Y | -33.5% | -2.2% | -31.2% | -33.6% |
| 3Y | -23.4% | +22.5% | -45.9% | -33.4% |
| 5Y | -0.4% | +63.2% | -63.6% | -25.5% |
| 10Y | +647.8% | +704.3% | -56.5% | +252.6% |
| All | +785.2% | +639.5% | +145.7% | +298.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling