+45.8%
AMZN vs WING
-35.4%
+81.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | +0.8% | -0.1% | +0.9% | +0.8% |
| 30D | -6.4% | -6.0% | -0.3% | -5.3% |
| 3M | +4.8% | -23.5% | +28.3% | +10.4% |
| 6M | +20.5% | -52.0% | +72.5% | +41.4% |
| YTD | +11.3% | -53.8% | +65.1% | +30.1% |
| 1Y | +9.0% | -63.8% | +72.8% | +35.0% |
| 3Y | +85.9% | -30.8% | +116.7% | +69.1% |
| 5Y | +45.8% | -34.3% | +80.1% | +11.5% |
| All | +45.8% | -35.4% | +81.2% | +11.5% |
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