+653.6%
WING vs RVTY
+219.4%
+434.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.1% | -1.5% |
| 7D | -0.5% | -0.7% | +0.2% | -0.3% |
| 30D | +32.3% | +1.7% | +30.6% | +30.9% |
| 3M | +50.2% | +36.8% | +13.4% | +31.7% |
| 6M | +31.7% | +60.1% | -28.4% | +8.5% |
| YTD | -29.6% | +64.0% | -93.6% | -43.1% |
| 1Y | -29.7% | +68.2% | -97.9% | -43.8% |
| 3Y | -19.8% | +88.8% | -108.6% | -42.5% |
| 5Y | +3.1% | -10.5% | +13.6% | +1.6% |
| All | +653.6% | +219.4% | +434.2% | +290.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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