+301.0%
AEM vs WING
-33.6%
+334.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.7% | +0.3% |
| 7D | +3.0% | -2.3% | +5.3% | +3.2% |
| 30D | +12.5% | -5.6% | +18.1% | +12.8% |
| 3M | +26.9% | -22.9% | +49.9% | +28.9% |
| 6M | -9.4% | -50.4% | +41.0% | -5.4% |
| YTD | +20.3% | -53.3% | +73.6% | +25.9% |
| 1Y | +33.8% | -61.2% | +95.0% | +41.5% |
| 3Y | +349.8% | -30.1% | +379.9% | +332.3% |
| 5Y | +301.0% | -35.0% | +336.0% | +254.0% |
| All | +301.0% | -33.6% | +334.6% | +254.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling