+507.0%
WING vs RACE
+647.6%
-140.7%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.2% |
| 7D | -3.9% | -2.5% | -1.3% | -2.9% |
| 30D | -11.6% | +0.8% | -12.4% | -11.9% |
| 3M | -24.2% | +17.2% | -41.4% | -29.1% |
| 6M | -54.1% | +13.6% | -67.6% | -56.6% |
| YTD | -53.9% | +12.2% | -66.1% | -56.7% |
| 1Y | -64.4% | -16.3% | -48.1% | -62.5% |
| 3Y | -30.2% | +36.4% | -66.6% | -42.3% |
| 5Y | -34.1% | +95.0% | -129.1% | -53.9% |
| 10Y | +342.1% | +813.2% | -471.1% | +101.8% |
| All | +507.0% | +647.6% | -140.7% | +171.5% |
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