+441.6%
AME vs WING
+686.1%
-244.5%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.8% |
| 7D | +1.1% | -0.5% | +1.6% | +1.1% |
| 30D | -4.1% | +32.3% | -36.4% | -8.2% |
| 3M | -6.3% | +50.2% | -56.5% | -12.5% |
| 6M | +3.5% | +31.7% | -28.1% | -2.2% |
| YTD | +17.3% | -29.6% | +46.9% | +20.6% |
| 1Y | +22.0% | -29.7% | +51.7% | +25.3% |
| 3Y | +62.0% | -19.8% | +81.8% | +53.6% |
| 5Y | +78.5% | +3.1% | +75.4% | +54.0% |
| 10Y | +441.6% | +682.9% | -241.3% | +191.3% |
| All | +441.6% | +686.1% | -244.5% | +191.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling