+521.0%
AEIS vs WING
+379.2%
+141.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.1% | -4.1% |
| 7D | -0.2% | +0.2% | -0.4% | -0.3% |
| 30D | -16.4% | -0.5% | -15.9% | -17.0% |
| 3M | -11.1% | -23.9% | +12.7% | -6.1% |
| 6M | -12.0% | -48.9% | +36.8% | +2.7% |
| YTD | +30.9% | -53.3% | +84.2% | +53.6% |
| 1Y | +74.3% | -60.3% | +134.6% | +113.1% |
| 3Y | +165.2% | -30.1% | +195.3% | +144.3% |
| 5Y | +220.0% | -36.2% | +256.2% | +185.0% |
| All | +521.0% | +379.2% | +141.8% | +182.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling