+18.7%
AEM vs WING
-23.2%
+41.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +3.7% | +5.9% | +9.3% |
| 7D | +0.2% | +21.0% | -20.8% | -1.8% |
| 30D | +0.1% | +56.9% | -56.8% | -4.6% |
| 3M | +22.1% | +38.4% | -16.3% | +17.4% |
| 6M | +2.4% | +12.0% | -9.5% | +1.1% |
| YTD | +8.9% | -29.2% | +38.2% | +14.7% |
| 1Y | +18.7% | -28.8% | +47.5% | +25.7% |
| All | +18.7% | -23.2% | +41.9% | +25.7% |
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