+3,047.2%
DELL vs WING
+535.0%
+2,512.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | 0.0% | -7.1% | -7.2% |
| 7D | +4.9% | -2.5% | +7.4% | +5.3% |
| 30D | -32.1% | +29.5% | -61.6% | -35.6% |
| 3M | -30.2% | +40.2% | -70.4% | -35.2% |
| 6M | +41.7% | +32.7% | +9.0% | +31.6% |
| YTD | +176.6% | -32.8% | +209.4% | +186.2% |
| 1Y | +159.9% | -31.7% | +191.7% | +167.3% |
| 3Y | +388.0% | -24.7% | +412.7% | +372.9% |
| 5Y | +578.2% | -0.5% | +578.7% | +490.0% |
| 10Y | +2,653.4% | +647.5% | +2,005.9% | +1,536.9% |
| All | +3,047.2% | +535.0% | +2,512.2% | +1,785.3% |
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