+654.1%
WING vs URA
+114.6%
+539.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.4% | -5.9% | -2.7% |
| 7D | +9.0% | -4.1% | +13.2% | +10.1% |
| 30D | +39.9% | -19.0% | +58.9% | +47.7% |
| 3M | +40.4% | -25.1% | +65.6% | +50.6% |
| 6M | +12.9% | -44.5% | +57.4% | +30.8% |
| YTD | -31.1% | -24.3% | -6.8% | -28.5% |
| 1Y | -32.7% | -28.1% | -4.6% | -29.4% |
| 3Y | -19.8% | +40.7% | -60.5% | -36.0% |
| 5Y | +4.0% | +35.5% | -31.5% | -19.3% |
| 10Y | +684.4% | +281.2% | +403.3% | +263.8% |
| All | +654.1% | +114.6% | +539.5% | +316.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling