-31.4%
WING vs URA
+117.9%
-149.4%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.1% |
| 7D | -3.9% | +1.1% | -4.9% | -4.1% |
| 30D | -11.6% | +7.4% | -19.0% | -12.9% |
| 3M | -24.2% | -8.4% | -15.8% | -23.2% |
| 6M | -54.1% | -12.7% | -41.4% | -53.3% |
| YTD | -53.9% | +7.8% | -61.7% | -55.5% |
| 1Y | -64.4% | +19.5% | -83.8% | -67.3% |
| All | -31.4% | +117.9% | -149.4% | -49.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling