+143.3%
AAPL vs WING
+0.4%
+142.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +4.1% | -2.5% | +6.6% | +4.5% |
| 30D | +4.0% | +29.5% | -25.6% | -0.4% |
| 3M | +16.8% | +40.2% | -23.4% | +9.9% |
| 6M | +19.4% | +32.7% | -13.3% | +12.3% |
| YTD | +31.5% | -32.8% | +64.3% | +37.0% |
| 1Y | +31.0% | -31.7% | +62.7% | +35.7% |
| 3Y | +95.3% | -24.7% | +120.0% | +81.9% |
| All | +143.3% | +0.4% | +142.9% | +99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling