+11.3%
WY vs WING
+405.9%
-394.5%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.0% |
| 7D | -1.7% | -3.9% | +2.1% | -1.0% |
| 30D | -10.1% | -11.6% | +1.5% | -8.3% |
| 3M | -5.1% | -24.2% | +19.1% | -1.0% |
| 6M | -4.8% | -54.1% | +49.3% | +8.4% |
| YTD | -0.2% | -53.9% | +53.7% | +12.3% |
| 1Y | -6.6% | -64.4% | +57.7% | +9.9% |
| 3Y | -22.7% | -30.2% | +7.5% | -27.2% |
| 5Y | -22.2% | -34.1% | +11.9% | -29.5% |
| 10Y | +7.3% | +342.1% | -334.9% | -38.4% |
| All | +11.3% | +405.9% | -394.5% | -39.3% |
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