+352.4%
WING vs URA
+371.9%
-19.5%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.1% | -2.9% | -0.6% |
| 7D | -0.1% | +8.1% | -8.2% | -2.3% |
| 30D | -6.0% | +5.8% | -11.8% | -7.8% |
| 3M | -23.5% | +3.4% | -26.9% | -24.8% |
| 6M | -52.0% | -2.6% | -49.4% | -52.6% |
| YTD | -53.8% | +11.2% | -65.0% | -56.5% |
| 1Y | -63.8% | +19.8% | -83.6% | -67.4% |
| 3Y | -30.8% | +121.5% | -152.2% | -50.9% |
| 5Y | -34.3% | +134.5% | -168.7% | -56.2% |
| 10Y | +352.4% | +376.7% | -24.3% | +107.3% |
| All | +352.4% | +371.9% | -19.5% | +107.3% |
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