+191.1%
WMB vs WING
+405.9%
-214.7%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.3% |
| 7D | +0.6% | -3.9% | +4.4% | +1.1% |
| 30D | +3.3% | -11.6% | +14.8% | +4.8% |
| 3M | +3.1% | -24.2% | +27.3% | +6.6% |
| 6M | -0.7% | -54.1% | +53.4% | +9.8% |
| YTD | +25.2% | -53.9% | +79.1% | +36.9% |
| 1Y | +32.9% | -64.4% | +97.2% | +50.5% |
| 3Y | +140.6% | -30.2% | +170.8% | +124.7% |
| 5Y | +273.5% | -34.1% | +307.6% | +238.0% |
| 10Y | +334.2% | +342.1% | -7.9% | +90.5% |
| All | +191.1% | +405.9% | -214.7% | +12.4% |
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