+716.5%
WING vs TMF
-83.0%
+799.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.1% | +8.3% | +8.4% |
| 7D | +8.6% | +0.6% | +8.0% | +8.5% |
| 30D | +44.8% | +16.3% | +28.4% | +43.4% |
| 3M | +51.9% | -2.7% | +54.6% | +52.1% |
| 6M | +37.2% | -13.2% | +50.4% | +38.2% |
| YTD | -25.3% | -16.7% | -8.6% | -24.6% |
| 1Y | -25.1% | -22.7% | -2.4% | -24.1% |
| 3Y | -12.9% | -26.1% | +13.2% | -12.6% |
| 5Y | +12.0% | -88.4% | +100.4% | +18.3% |
| 10Y | +716.5% | -81.8% | +798.3% | +842.1% |
| All | +716.5% | -83.0% | +799.5% | +842.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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