+360.8%
AEIS vs WING
+686.1%
-325.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.7% | +6.2% | +4.9% |
| 7D | +9.5% | -0.5% | +10.0% | +9.7% |
| 30D | -17.5% | +32.3% | -49.8% | -23.9% |
| 3M | -29.3% | +50.2% | -79.4% | -37.8% |
| 6M | -34.7% | +31.7% | -66.4% | -41.6% |
| YTD | +10.7% | -29.6% | +40.3% | +15.2% |
| 1Y | +7.4% | -29.7% | +37.1% | +11.3% |
| 3Y | +161.1% | -19.8% | +180.9% | +136.3% |
| 5Y | +150.7% | +3.1% | +147.6% | +94.0% |
| 10Y | +360.8% | +682.9% | -322.0% | +91.4% |
| All | +360.8% | +686.1% | -325.3% | +91.4% |
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