+404.4%
WING vs WCC
+396.6%
+7.8%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.9% | -4.8% | -2.0% |
| 7D | -3.9% | +4.5% | -8.3% | -5.1% |
| 30D | -11.6% | -5.8% | -5.8% | -10.4% |
| 3M | -24.2% | -3.7% | -20.5% | -24.4% |
| 6M | -54.1% | +23.1% | -77.1% | -57.8% |
| YTD | -53.9% | +44.2% | -98.1% | -59.8% |
| 1Y | -64.4% | +62.1% | -126.4% | -70.4% |
| 3Y | -30.2% | +121.1% | -151.3% | -50.6% |
| 5Y | -34.1% | +214.0% | -248.1% | -59.9% |
| 10Y | +342.1% | +472.8% | -130.6% | +84.2% |
| All | +404.4% | +396.6% | +7.8% | +121.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling