-19.8%
WING vs TMF
-25.3%
+5.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | +9.0% | +1.2% | +7.8% | +9.0% |
| 30D | +39.9% | +19.7% | +20.2% | +38.8% |
| 3M | +40.4% | -2.1% | +42.5% | +40.4% |
| 6M | +12.9% | -13.4% | +26.3% | +13.2% |
| YTD | -31.1% | -16.7% | -14.3% | -30.8% |
| 1Y | -32.7% | -23.3% | -9.4% | -32.4% |
| 3Y | -19.8% | -24.8% | +5.0% | -20.6% |
| All | -19.8% | -25.3% | +5.5% | -20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling