+72.6%
XYZ vs WING
-19.7%
+92.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.0% |
| 7D | +12.1% | +9.0% | +3.1% | +10.1% |
| 30D | +12.4% | +39.9% | -27.6% | +4.2% |
| 3M | +8.2% | +40.4% | -32.2% | -0.5% |
| 6M | +20.7% | +12.9% | +7.8% | +15.7% |
| YTD | +31.3% | -31.1% | +62.4% | +39.5% |
| 1Y | +20.5% | -32.7% | +53.2% | +28.3% |
| 3Y | +72.6% | -19.8% | +92.4% | +48.9% |
| All | +72.6% | -19.7% | +92.3% | +48.9% |
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