-30.8%
WING vs WCC
+137.6%
-168.4%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | -0.1% |
| 7D | -0.1% | +8.5% | -8.6% | -1.1% |
| 30D | -6.0% | -1.0% | -5.1% | -6.0% |
| 3M | -23.5% | +2.1% | -25.6% | -23.9% |
| 6M | -52.0% | +36.8% | -88.8% | -54.8% |
| YTD | -53.8% | +47.7% | -101.5% | -57.3% |
| 1Y | -63.8% | +66.5% | -130.3% | -67.5% |
| 3Y | -30.8% | +134.2% | -164.9% | -47.5% |
| All | -30.8% | +137.6% | -168.4% | -47.5% |
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 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