-31.2%
WING vs UUUU
+79.1%
-110.3%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -5.0% | +10.9% | +6.6% |
| 7D | +7.2% | -10.5% | +17.7% | +8.6% |
| 30D | +4.8% | -10.5% | +15.3% | +6.0% |
| 3M | -23.7% | -14.1% | -9.6% | -22.7% |
| 6M | -43.6% | -35.5% | -8.1% | -41.5% |
| YTD | -50.6% | -10.9% | -39.6% | -51.7% |
| 1Y | -57.0% | +3.4% | -60.4% | -60.1% |
| 3Y | -28.3% | +73.1% | -101.4% | -43.5% |
| All | -31.2% | +79.1% | -110.3% | -50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling