+172.6%
WMB vs WING
+672.3%
-499.8%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.7% | +3.8% | +2.4% |
| 7D | +1.6% | -0.5% | +2.1% | +1.6% |
| 30D | -7.1% | +32.3% | -39.4% | -11.0% |
| 3M | -4.0% | +50.2% | -54.2% | -10.1% |
| 6M | -5.7% | +31.7% | -37.4% | -10.8% |
| YTD | +17.2% | -29.6% | +46.8% | +19.9% |
| 1Y | +17.2% | -29.7% | +46.9% | +19.6% |
| 3Y | +121.1% | -19.8% | +140.8% | +106.0% |
| 5Y | +197.2% | +3.1% | +194.1% | +151.5% |
| 10Y | +280.9% | +682.9% | -402.0% | +47.5% |
| All | +172.6% | +672.3% | -499.8% | -1.5% |
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