+506.6%
APP vs WING
+31.4%
+475.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.2% | +0.6% | -1.7% |
| 7D | +61.1% | +5.0% | +56.1% | +57.5% |
| 30D | +42.8% | +38.7% | +4.1% | +21.5% |
| 3M | +16.7% | +44.7% | -28.0% | -4.4% |
| 6M | -15.6% | +31.5% | -47.1% | -28.8% |
| YTD | -41.3% | -28.4% | -12.9% | -35.8% |
| 1Y | -39.3% | -28.2% | -11.1% | -34.4% |
| 3Y | +803.2% | -18.4% | +821.6% | +691.1% |
| 5Y | +313.2% | +5.2% | +307.9% | +163.2% |
| All | +506.6% | +31.4% | +475.2% | +238.1% |
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