+601.8%
AEM vs WING
+637.4%
-35.6%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | 0.0% |
| 7D | -6.8% | -2.5% | -4.3% | -6.6% |
| 30D | +0.8% | +29.5% | -28.7% | -1.6% |
| 3M | -0.8% | +40.2% | -41.0% | -4.2% |
| 6M | -8.5% | +32.7% | -41.2% | -11.5% |
| YTD | +5.9% | -32.8% | +38.7% | +8.5% |
| 1Y | +6.6% | -31.7% | +38.3% | +8.9% |
| 3Y | +302.2% | -24.7% | +326.9% | +292.0% |
| 5Y | +250.8% | -0.5% | +251.3% | +221.9% |
| 10Y | +406.1% | +647.5% | -241.4% | +297.0% |
| All | +601.8% | +637.4% | -35.6% | +452.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling