+404.4%
WING vs URA
+205.6%
+198.8%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.2% |
| 7D | -3.9% | +1.1% | -4.9% | -4.2% |
| 30D | -11.6% | +7.4% | -19.0% | -13.7% |
| 3M | -24.2% | -8.4% | -15.8% | -23.0% |
| 6M | -54.1% | -12.7% | -41.4% | -53.2% |
| YTD | -53.9% | +7.8% | -61.7% | -56.4% |
| 1Y | -64.4% | +19.5% | -83.8% | -68.1% |
| 3Y | -30.2% | +116.4% | -146.6% | -50.7% |
| 5Y | -34.1% | +134.3% | -168.4% | -56.7% |
| 10Y | +342.1% | +359.3% | -17.1% | +100.9% |
| All | +404.4% | +205.6% | +198.8% | +154.3% |
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 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