+302.1%
WMB vs WING
+341.7%
-39.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.0% | +2.2% |
| 7D | +0.8% | -0.1% | +0.9% | +0.8% |
| 30D | +7.7% | -6.0% | +13.7% | +8.3% |
| 3M | +6.7% | -23.5% | +30.2% | +9.4% |
| 6M | +3.6% | -52.0% | +55.6% | +11.8% |
| YTD | +28.0% | -53.8% | +81.8% | +37.6% |
| 1Y | +37.6% | -63.8% | +101.4% | +52.1% |
| 3Y | +149.0% | -30.8% | +179.8% | +135.1% |
| 5Y | +285.3% | -34.3% | +319.6% | +255.7% |
| 10Y | +302.1% | +352.4% | -50.3% | +125.7% |
| All | +302.1% | +341.7% | -39.7% | +125.7% |
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