+153.4%
WMB vs WING
+656.3%
-502.9%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | -0.1% |
| 7D | -13.8% | +9.0% | -22.9% | -15.0% |
| 30D | -10.3% | +39.9% | -50.3% | -14.8% |
| 3M | -10.1% | +40.4% | -50.5% | -15.0% |
| 6M | -11.8% | +12.9% | -24.7% | -14.7% |
| YTD | +8.9% | -31.1% | +40.0% | +11.9% |
| 1Y | +14.0% | -32.7% | +46.7% | +17.1% |
| 3Y | +100.5% | -19.8% | +120.3% | +86.6% |
| 5Y | +179.5% | +4.0% | +175.5% | +135.3% |
| 10Y | +272.7% | +684.4% | -411.7% | +43.5% |
| All | +153.4% | +656.3% | -502.9% | -8.1% |
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