+352.4%
WING vs RBA
+182.6%
+169.8%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +1.0% |
| 7D | -0.1% | -1.1% | +0.9% | +0.2% |
| 30D | -6.0% | -13.2% | +7.2% | -1.2% |
| 3M | -23.5% | -21.4% | -2.1% | -16.9% |
| 6M | -52.0% | -20.9% | -31.1% | -48.0% |
| YTD | -53.8% | -19.9% | -33.9% | -49.9% |
| 1Y | -63.8% | -28.7% | -35.1% | -59.3% |
| 3Y | -30.8% | +27.4% | -58.2% | -37.4% |
| 5Y | -34.3% | +41.7% | -76.0% | -44.6% |
| 10Y | +352.4% | +189.6% | +162.8% | +184.5% |
| All | +352.4% | +182.6% | +169.8% | +184.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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