+756.4%
WPM vs WING
+685.5%
+70.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.2% | -0.9% | -4.7% |
| 7D | +16.4% | +5.0% | +11.4% | +15.9% |
| 30D | -1.5% | +38.7% | -40.2% | -4.4% |
| 3M | +2.6% | +44.7% | -42.2% | -1.2% |
| 6M | -1.3% | +31.5% | -32.8% | -4.4% |
| YTD | +16.8% | -28.4% | +45.2% | +18.9% |
| 1Y | +34.1% | -28.2% | +62.3% | +36.4% |
| 3Y | +225.1% | -18.4% | +243.5% | +214.7% |
| 5Y | +234.5% | +5.2% | +229.2% | +206.8% |
| 10Y | +674.1% | +699.8% | -25.7% | +466.9% |
| All | +756.4% | +685.5% | +70.8% | +523.8% |
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 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