+344.7%
WING vs TMF
-87.2%
+431.9%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.3% | -1.0% |
| 7D | -3.9% | -1.4% | -2.4% | -3.8% |
| 30D | -11.6% | -2.8% | -8.7% | -11.4% |
| 3M | -24.2% | -10.9% | -13.3% | -23.7% |
| 6M | -54.1% | -21.3% | -32.7% | -53.5% |
| YTD | -53.9% | -15.9% | -38.0% | -53.5% |
| 1Y | -64.4% | -15.7% | -48.6% | -64.1% |
| 3Y | -30.2% | -43.4% | +13.2% | -29.0% |
| 5Y | -34.1% | -87.8% | +53.6% | -30.3% |
| All | +344.7% | -87.2% | +431.9% | +423.0% |
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