+276.3%
WPM vs WING
-31.3%
+307.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +7.0% | -0.1% | +7.2% | +7.0% |
| 30D | +15.7% | -6.0% | +21.8% | +15.9% |
| 3M | +35.2% | -23.5% | +58.7% | +36.5% |
| 6M | +6.1% | -52.0% | +58.1% | +8.8% |
| YTD | +32.6% | -53.8% | +86.4% | +36.3% |
| 1Y | +46.9% | -63.8% | +110.7% | +52.0% |
| 3Y | +276.3% | -30.8% | +307.1% | +263.1% |
| All | +276.3% | -31.3% | +307.6% | +263.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling