+330.8%
WM vs WING
+620.6%
-289.8%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.5% | +6.1% | +1.9% |
| 7D | +1.2% | -3.9% | +5.1% | +1.4% |
| 30D | +15.2% | +26.6% | -11.4% | +12.9% |
| 3M | +8.3% | +42.5% | -34.2% | +4.8% |
| 6M | +13.1% | +29.4% | -16.3% | +9.9% |
| YTD | +12.5% | -32.8% | +45.3% | +14.7% |
| 1Y | +21.8% | -33.5% | +55.2% | +24.1% |
| 3Y | +48.8% | -23.4% | +72.2% | +45.3% |
| 5Y | +62.1% | -0.4% | +62.5% | +50.3% |
| All | +330.8% | +620.6% | -289.8% | +212.2% |
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