+405.5%
WING vs UUUU
+222.0%
+183.5%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | +0.1% |
| 7D | -0.1% | +2.8% | -2.9% | -0.4% |
| 30D | -6.0% | +3.4% | -9.4% | -6.5% |
| 3M | -23.5% | -3.9% | -19.6% | -23.6% |
| 6M | -52.0% | -23.2% | -28.8% | -51.3% |
| YTD | -53.8% | +0.6% | -54.3% | -55.2% |
| 1Y | -63.8% | +22.9% | -86.7% | -66.5% |
| 3Y | -30.8% | +98.6% | -129.4% | -42.9% |
| 5Y | -34.3% | +130.2% | -164.5% | -48.9% |
| 10Y | +352.4% | +519.5% | -167.1% | +180.3% |
| All | +405.5% | +222.0% | +183.5% | +213.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling