-18.3%
ZBH vs WING
+379.2%
-397.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | -6.6% | +0.2% | -6.8% | -6.6% |
| 30D | -4.9% | -0.5% | -4.5% | -5.0% |
| 3M | +5.1% | -23.9% | +29.0% | +8.2% |
| 6M | +1.3% | -48.9% | +50.2% | +9.0% |
| YTD | +3.4% | -53.3% | +56.7% | +11.7% |
| 1Y | -8.7% | -60.3% | +51.6% | +0.2% |
| 3Y | -21.2% | -30.1% | +8.9% | -25.5% |
| 5Y | -29.2% | -36.2% | +7.0% | -34.9% |
| All | -18.3% | +379.2% | -397.5% | -49.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling