+336.4%
WM vs WING
+679.4%
-343.0%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -2.0% |
| 7D | +1.2% | +9.0% | -7.8% | +0.5% |
| 30D | +13.1% | +39.9% | -26.9% | +9.9% |
| 3M | +3.6% | +40.4% | -36.8% | +0.4% |
| 6M | +8.1% | +12.9% | -4.8% | +6.2% |
| YTD | +8.9% | -31.1% | +40.0% | +10.9% |
| 1Y | +20.3% | -32.7% | +53.0% | +22.6% |
| 3Y | +46.2% | -19.8% | +66.0% | +42.3% |
| 5Y | +59.9% | +4.0% | +55.9% | +47.8% |
| All | +336.4% | +679.4% | -343.0% | +217.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling