+1,157.9%
AAPL vs WING
+637.4%
+520.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.2% |
| 3M | +16.8% | +40.2% | -23.4% | +8.6% |
| 6M | +19.4% | +32.7% | -13.3% | +11.0% |
| YTD | +31.5% | -32.8% | +64.3% | +37.1% |
| 1Y | +31.0% | -31.7% | +62.7% | +35.8% |
| 3Y | +95.3% | -24.7% | +120.0% | +85.8% |
| 5Y | +143.4% | -0.5% | +143.8% | +106.0% |
| 10Y | +1,330.5% | +647.5% | +683.0% | +708.8% |
| All | +1,157.9% | +637.4% | +520.5% | +594.6% |
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