+757.8%
WPM vs WING
+686.1%
+71.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.6% |
| 7D | +3.1% | -0.5% | +3.6% | +3.2% |
| 30D | -1.8% | +32.3% | -34.1% | -4.2% |
| 3M | +1.0% | +50.2% | -49.2% | -2.8% |
| 6M | -5.4% | +31.7% | -37.1% | -8.2% |
| YTD | +15.9% | -29.6% | +45.5% | +18.1% |
| 1Y | +30.8% | -29.7% | +60.5% | +33.2% |
| 3Y | +222.6% | -19.8% | +242.4% | +212.7% |
| 5Y | +227.4% | +3.1% | +224.3% | +201.1% |
| 10Y | +757.8% | +682.9% | +74.9% | +573.5% |
| All | +757.8% | +686.1% | +71.7% | +573.5% |
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 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