-28.3%
WING vs WTW
+61.9%
-90.2%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.1% | +5.9% | +5.9% |
| 7D | +7.2% | -5.7% | +12.9% | +8.6% |
| 30D | +4.8% | -7.3% | +12.0% | +6.5% |
| 3M | -23.7% | +21.5% | -45.1% | -27.3% |
| 6M | -43.6% | +9.6% | -53.2% | -44.8% |
| YTD | -50.6% | -3.3% | -47.3% | -50.6% |
| 1Y | -57.0% | -6.1% | -50.9% | -56.9% |
| 3Y | -28.3% | +61.8% | -90.1% | -33.2% |
| All | -28.3% | +61.9% | -90.2% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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