+1,278.0%
AAPL vs WING
+407.7%
+870.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.0% | -4.2% | +0.6% |
| 7D | +3.8% | +7.2% | -3.4% | +2.5% |
| 30D | +9.9% | +4.8% | +5.1% | +8.6% |
| 3M | +12.5% | -23.7% | +36.2% | +17.3% |
| 6M | +27.6% | -43.6% | +71.2% | +39.8% |
| YTD | +22.6% | -50.6% | +73.1% | +36.4% |
| 1Y | +45.0% | -57.0% | +102.0% | +64.8% |
| 3Y | +87.8% | -28.3% | +116.0% | +77.6% |
| 5Y | +128.7% | -32.4% | +161.1% | +107.2% |
| All | +1,278.0% | +407.7% | +870.3% | +738.1% |
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