+4,404.4%
DELL vs WING
+407.7%
+3,996.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +6.0% | +6.0% | +10.9% |
| 7D | +8.2% | +7.2% | +1.0% | +7.0% |
| 30D | +17.1% | +4.8% | +12.3% | +15.8% |
| 3M | +45.2% | -23.7% | +68.8% | +50.7% |
| 6M | +286.8% | -43.6% | +330.3% | +321.7% |
| YTD | +354.8% | -50.6% | +405.4% | +402.4% |
| 1Y | +358.3% | -57.0% | +415.3% | +417.8% |
| 3Y | +724.9% | -28.3% | +753.2% | +705.9% |
| 5Y | +1,193.7% | -32.4% | +1,226.1% | +1,116.5% |
| All | +4,404.4% | +407.7% | +3,996.7% | +2,716.5% |
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 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