-18.4%
Z vs WING
-18.5%
+0.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -1.1% | -9.5% | -10.4% |
| 7D | -2.3% | +14.0% | -16.2% | -4.8% |
| 30D | +9.4% | +47.7% | -38.4% | +0.5% |
| 3M | -16.1% | +34.2% | -50.3% | -21.7% |
| 6M | -30.4% | +13.6% | -44.0% | -33.4% |
| YTD | -55.6% | -30.0% | -25.6% | -53.2% |
| 1Y | -58.5% | -33.9% | -24.6% | -55.9% |
| All | -18.4% | -18.5% | +0.1% | -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 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