+667.5%
WST vs WING
+672.3%
-4.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.3% |
| 7D | +1.0% | -0.5% | +1.5% | +1.0% |
| 30D | +12.3% | +32.3% | -20.0% | +7.3% |
| 3M | +17.5% | +50.2% | -32.7% | +9.4% |
| 6M | +28.2% | +31.7% | -3.5% | +21.0% |
| YTD | +50.4% | -29.6% | +80.0% | +54.8% |
| 1Y | +49.3% | -29.7% | +79.0% | +53.4% |
| 3Y | +21.8% | -19.8% | +41.6% | +14.6% |
| 5Y | +0.3% | +3.1% | -2.8% | -14.7% |
| 10Y | +451.2% | +682.9% | -231.7% | +242.2% |
| All | +667.5% | +672.3% | -4.8% | +369.3% |
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