+5.2%
WING vs WCC
+145.3%
-140.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.1% | -4.3% | -4.2% |
| 7D | +5.0% | -9.9% | +14.9% | +7.2% |
| 30D | +38.7% | -13.4% | +52.1% | +42.6% |
| 3M | +44.7% | -13.5% | +58.2% | +48.1% |
| 6M | +31.5% | -10.6% | +42.1% | +32.0% |
| YTD | -28.4% | +30.1% | -58.5% | -36.3% |
| 1Y | -28.2% | +22.3% | -50.5% | -35.0% |
| 3Y | -18.4% | +130.3% | -148.7% | -45.7% |
| 5Y | +5.2% | +144.5% | -139.3% | -38.0% |
| All | +5.2% | +145.3% | -140.1% | -38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling