+457.2%
WM vs WING
+405.9%
+51.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.3% | -1.2% |
| 7D | -0.3% | -3.9% | +3.5% | 0.0% |
| 30D | -2.4% | -11.6% | +9.2% | -1.5% |
| 3M | +0.4% | -24.2% | +24.6% | +2.4% |
| 6M | -9.5% | -54.1% | +44.6% | -4.0% |
| YTD | +0.5% | -53.9% | +54.4% | +6.0% |
| 1Y | -1.1% | -64.4% | +63.3% | +6.5% |
| 3Y | +46.0% | -30.2% | +76.2% | +43.3% |
| 5Y | +51.8% | -34.1% | +85.9% | +46.3% |
| 10Y | +307.5% | +342.1% | -34.6% | +208.1% |
| All | +457.2% | +405.9% | +51.3% | +307.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling