+446.2%
APP vs WING
+28.4%
+417.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -1.1% | +32.2% | +31.5% |
| 7D | +39.7% | +14.0% | +25.7% | +31.2% |
| 30D | +27.7% | +47.7% | -20.0% | +5.6% |
| 3M | -14.8% | +34.2% | -49.0% | -27.2% |
| 6M | -25.5% | +13.6% | -39.1% | -32.8% |
| YTD | -47.2% | -30.0% | -17.1% | -41.6% |
| 1Y | -42.3% | -33.9% | -8.4% | -35.0% |
| 3Y | +806.8% | -18.7% | +825.5% | +694.5% |
| 5Y | +261.6% | +5.5% | +256.1% | +130.9% |
| All | +446.2% | +28.4% | +417.8% | +207.8% |
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