+8.5%
AEIS vs WING
-33.5%
+41.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -4.0% |
| 7D | +11.5% | -2.7% | +14.2% | +11.4% |
| 30D | -15.8% | +29.3% | -45.0% | -14.8% |
| 3M | -33.3% | +39.9% | -73.2% | -32.3% |
| 6M | -35.2% | +32.4% | -67.6% | -34.4% |
| YTD | +5.0% | -32.9% | +38.0% | +4.6% |
| 1Y | +8.5% | -31.9% | +40.3% | +8.1% |
| All | +8.5% | -33.5% | +41.9% | +8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling