+84.5%
AAPL vs WING
-29.7%
+114.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.6% | +3.6% |
| 7D | -0.5% | +0.2% | -0.7% | -0.5% |
| 30D | +7.1% | -0.5% | +7.6% | +7.0% |
| 3M | +12.1% | -23.9% | +36.0% | +14.4% |
| 6M | +25.4% | -48.9% | +74.3% | +33.0% |
| YTD | +20.5% | -53.3% | +73.8% | +28.3% |
| 1Y | +44.5% | -60.3% | +104.8% | +56.2% |
| All | +84.5% | -29.7% | +114.3% | +78.9% |
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