-24.7%
WING vs TMF
-32.2%
+7.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.3% | 0.0% |
| 7D | -2.5% | -9.3% | +6.8% | -2.0% |
| 30D | +29.5% | +1.9% | +27.6% | +29.5% |
| 3M | +40.2% | -11.2% | +51.4% | +40.8% |
| 6M | +32.7% | -17.7% | +50.4% | +33.6% |
| YTD | -32.8% | -24.5% | -8.3% | -32.2% |
| 1Y | -31.7% | -29.4% | -2.3% | -31.1% |
| 3Y | -24.7% | -33.4% | +8.7% | -25.6% |
| All | -24.7% | -32.2% | +7.5% | -25.6% |
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