+678.3%
DELL vs WING
-29.7%
+708.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.8% | +0.1% |
| 7D | +8.7% | -2.3% | +11.0% | +9.0% |
| 30D | +16.9% | -5.6% | +22.5% | +17.5% |
| 3M | +40.4% | -22.9% | +63.3% | +43.7% |
| 6M | +267.1% | -50.4% | +317.5% | +300.6% |
| YTD | +329.1% | -53.3% | +382.4% | +366.4% |
| 1Y | +346.9% | -61.2% | +408.1% | +403.1% |
| All | +678.3% | -29.7% | +708.0% | +660.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling