+682.9%
WING vs URA
+277.9%
+405.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -2.1% |
| 7D | -0.5% | +2.9% | -3.4% | -1.3% |
| 30D | +32.3% | -10.8% | +43.1% | +36.1% |
| 3M | +50.2% | -25.5% | +75.7% | +61.2% |
| 6M | +31.7% | -41.2% | +72.9% | +49.6% |
| YTD | -29.6% | -21.3% | -8.3% | -27.7% |
| 1Y | -29.7% | -25.7% | -4.0% | -26.9% |
| 3Y | -19.8% | +43.1% | -62.8% | -35.8% |
| 5Y | +3.1% | +35.6% | -32.5% | -19.6% |
| 10Y | +682.9% | +281.3% | +401.6% | +292.6% |
| All | +682.9% | +277.9% | +405.0% | +292.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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