+150.0%
AEIS vs WING
-16.7%
+166.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.2% | +5.3% | +1.5% |
| 7D | -6.9% | +5.0% | -11.8% | -7.4% |
| 30D | -23.2% | +38.7% | -61.9% | -26.0% |
| 3M | -29.5% | +44.7% | -74.2% | -32.7% |
| 6M | -37.9% | +31.5% | -69.4% | -40.5% |
| YTD | +6.0% | -28.4% | +34.4% | +9.9% |
| 1Y | +1.2% | -28.2% | +29.4% | +4.5% |
| 3Y | +150.0% | -18.4% | +168.4% | +120.5% |
| All | +150.0% | -16.7% | +166.7% | +120.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling