+192.5%
WWD vs WING
-35.4%
+227.9%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.0% |
| 7D | +0.8% | -0.1% | +0.9% | +0.8% |
| 30D | -6.4% | -6.0% | -0.4% | -5.8% |
| 3M | -5.6% | -23.5% | +17.9% | -2.6% |
| 6M | -9.1% | -52.0% | +42.9% | +0.6% |
| YTD | +12.5% | -53.8% | +66.3% | +24.2% |
| 1Y | +41.3% | -63.8% | +105.1% | +61.7% |
| 3Y | +170.2% | -30.8% | +201.0% | +164.1% |
| 5Y | +192.5% | -34.3% | +226.8% | +168.8% |
| All | +192.5% | -35.4% | +227.9% | +168.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling