+24.9%
WPM vs WING
-33.3%
+58.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.3% |
| 7D | -3.6% | -2.5% | -1.1% | -3.2% |
| 30D | +1.4% | +29.5% | -28.1% | -1.0% |
| 3M | -0.2% | +40.2% | -40.3% | -3.7% |
| 6M | -7.3% | +32.7% | -40.0% | -9.8% |
| YTD | +12.3% | -32.8% | +45.1% | +21.5% |
| 1Y | +24.9% | -31.7% | +56.6% | +36.4% |
| All | +24.9% | -33.3% | +58.2% | +36.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling