-18.4%
WING vs WCC
+135.5%
-153.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.1% | -4.3% | -4.2% |
| 7D | +5.0% | -9.9% | +14.9% | +5.9% |
| 30D | +38.7% | -13.4% | +52.1% | +40.4% |
| 3M | +44.7% | -13.5% | +58.2% | +46.2% |
| 6M | +31.5% | -10.6% | +42.1% | +31.8% |
| YTD | -28.4% | +30.1% | -58.5% | -33.0% |
| 1Y | -28.2% | +22.3% | -50.5% | -32.1% |
| 3Y | -18.4% | +130.3% | -148.7% | -34.4% |
| All | -18.4% | +135.5% | -153.9% | -34.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling