+9.3%
XYZ vs WING
-65.5%
+74.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.2% | -0.5% |
| 7D | -1.0% | -3.9% | +2.9% | -0.1% |
| 30D | -1.7% | -11.6% | +9.9% | +0.7% |
| 3M | +16.7% | -24.2% | +40.9% | +23.0% |
| 6M | +26.9% | -54.1% | +80.9% | +50.0% |
| YTD | +27.1% | -53.9% | +81.0% | +49.2% |
| 1Y | +9.3% | -64.4% | +73.6% | +41.7% |
| All | +9.3% | -65.5% | +74.8% | +41.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling