+110.4%
AAPL vs WING
-34.3%
+144.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -2.7% | -0.1% | -2.6% | -2.7% |
| 30D | +1.0% | -6.0% | +7.0% | +1.7% |
| 3M | +5.0% | -23.5% | +28.4% | +8.5% |
| 6M | +23.0% | -52.0% | +75.0% | +36.5% |
| YTD | +16.6% | -53.8% | +70.4% | +29.1% |
| 1Y | +33.4% | -63.8% | +97.2% | +53.4% |
| 3Y | +79.9% | -30.8% | +110.6% | +66.8% |
| All | +110.4% | -34.3% | +144.7% | +78.5% |
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