+1,028.8%
AAPL vs WING
+405.9%
+623.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.3% |
| 7D | +0.1% | -3.9% | +3.9% | +0.8% |
| 30D | +3.0% | -11.6% | +14.5% | +5.0% |
| 3M | +2.9% | -24.2% | +27.1% | +7.3% |
| 6M | +22.1% | -54.1% | +76.2% | +38.9% |
| YTD | +18.0% | -53.9% | +71.9% | +32.9% |
| 1Y | +33.9% | -64.4% | +98.3% | +57.6% |
| 3Y | +71.2% | -30.2% | +101.4% | +63.4% |
| 5Y | +112.6% | -34.1% | +146.7% | +95.0% |
| 10Y | +1,198.8% | +342.1% | +856.6% | +710.6% |
| All | +1,028.8% | +405.9% | +623.0% | +573.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling