-40.7%
WU vs WING
+379.2%
-419.9%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.7% | -0.7% |
| 7D | -5.0% | +0.2% | -5.2% | -5.0% |
| 30D | -2.3% | -0.5% | -1.8% | -2.4% |
| 3M | -3.2% | -23.9% | +20.6% | -0.4% |
| 6M | -25.0% | -48.9% | +23.8% | -19.5% |
| YTD | -21.7% | -53.3% | +31.7% | -15.5% |
| 1Y | -9.0% | -60.3% | +51.3% | -0.3% |
| 3Y | -28.9% | -30.1% | +1.2% | -30.7% |
| 5Y | -51.0% | -36.2% | -14.8% | -53.2% |
| All | -40.7% | +379.2% | -419.9% | -56.0% |
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