+619.5%
WING vs WCC
+431.3%
+188.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.6% | +0.4% |
| 7D | -2.5% | +9.9% | -12.5% | -4.9% |
| 30D | +29.5% | -8.4% | +38.0% | +31.6% |
| 3M | +40.2% | -10.3% | +50.5% | +42.5% |
| 6M | +32.7% | -10.5% | +43.2% | +33.3% |
| YTD | -32.8% | +32.2% | -65.0% | -40.6% |
| 1Y | -31.7% | +25.5% | -57.2% | -38.8% |
| 3Y | -24.7% | +134.7% | -159.4% | -48.4% |
| 5Y | -0.5% | +139.9% | -140.4% | -35.1% |
| All | +619.5% | +431.3% | +188.2% | +192.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling