-22.5%
WY vs WING
-29.7%
+7.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.5% | -0.5% |
| 7D | -1.7% | -2.3% | +0.6% | -1.5% |
| 30D | -9.9% | -5.6% | -4.2% | -9.6% |
| 3M | -7.5% | -22.9% | +15.4% | -6.1% |
| 6M | -5.1% | -50.4% | +45.3% | -0.9% |
| YTD | -2.1% | -53.3% | +51.2% | +2.3% |
| 1Y | -7.3% | -61.2% | +53.9% | -2.2% |
| All | -22.5% | -29.7% | +7.2% | -31.4% |
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