+51.7%
AMZN vs WING
-2.2%
+53.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.5% | +5.0% | +1.5% |
| 7D | +2.8% | -3.9% | +6.7% | +3.6% |
| 30D | +3.4% | +26.6% | -23.2% | -2.8% |
| 3M | +0.1% | +42.5% | -42.4% | -9.4% |
| 6M | +0.6% | +29.4% | -28.8% | -7.9% |
| YTD | +15.9% | -32.8% | +48.6% | +23.1% |
| 1Y | +9.5% | -33.5% | +43.0% | +16.2% |
| 3Y | +86.3% | -23.4% | +109.7% | +68.1% |
| 5Y | +51.7% | -0.4% | +52.2% | +9.9% |
| All | +51.7% | -2.2% | +53.9% | +9.9% |
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