+550.8%
WPM vs WING
+359.3%
+191.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | 0.0% | +1.0% |
| 7D | +3.9% | -2.3% | +6.2% | +4.1% |
| 30D | +17.7% | -5.6% | +23.3% | +18.1% |
| 3M | +39.4% | -22.9% | +62.3% | +42.2% |
| 6M | +6.4% | -50.4% | +56.8% | +12.4% |
| YTD | +34.0% | -53.3% | +87.3% | +41.9% |
| 1Y | +50.5% | -61.2% | +111.7% | +61.4% |
| 3Y | +280.3% | -30.1% | +310.4% | +270.2% |
| 5Y | +266.3% | -35.0% | +301.3% | +250.9% |
| 10Y | +550.8% | +375.5% | +175.3% | +396.8% |
| All | +550.8% | +359.3% | +191.5% | +396.8% |
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