-24.7%
WING vs URA
+35.4%
-60.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.2% |
| 7D | -2.5% | -1.5% | -1.0% | -2.2% |
| 30D | +29.5% | -10.4% | +39.9% | +31.8% |
| 3M | +40.2% | -29.6% | +69.8% | +48.0% |
| 6M | +32.7% | -40.3% | +73.0% | +44.0% |
| YTD | -32.8% | -25.5% | -7.3% | -31.2% |
| 1Y | -31.7% | -26.4% | -5.3% | -30.2% |
| 3Y | -24.7% | +31.4% | -56.2% | -38.9% |
| All | -24.7% | +35.4% | -60.1% | -38.9% |
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