+283.3%
WMB vs WING
+620.6%
-337.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.5% | +5.2% | +1.2% |
| 7D | +8.1% | -3.9% | +12.0% | +8.5% |
| 30D | -6.9% | +26.6% | -33.5% | -9.6% |
| 3M | -5.1% | +42.5% | -47.6% | -9.4% |
| 6M | -5.7% | +29.4% | -35.1% | -9.7% |
| YTD | +18.1% | -32.8% | +50.8% | +21.0% |
| 1Y | +18.4% | -33.5% | +51.9% | +21.2% |
| 3Y | +122.7% | -23.4% | +146.1% | +111.0% |
| 5Y | +202.0% | -0.4% | +202.5% | +164.4% |
| All | +283.3% | +620.6% | -337.3% | +95.3% |
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