+375.5%
WING vs RVTY
+134.6%
+241.0%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.5% | +3.6% | +2.0% |
| 7D | -2.3% | -5.4% | +3.1% | -0.2% |
| 30D | -5.6% | +6.7% | -12.4% | -8.2% |
| 3M | -22.9% | +19.0% | -41.9% | -28.1% |
| 6M | -50.4% | +34.6% | -85.1% | -56.2% |
| YTD | -53.3% | +28.3% | -81.6% | -58.2% |
| 1Y | -61.2% | +46.0% | -107.3% | -67.0% |
| 3Y | -30.1% | +16.9% | -46.9% | -38.7% |
| 5Y | -35.0% | -32.9% | -2.1% | -27.8% |
| 10Y | +375.5% | +141.6% | +233.9% | +194.9% |
| All | +375.5% | +134.6% | +241.0% | +194.9% |
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