+4,681.2%
DELL vs WING
+335.6%
+4,345.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.7% |
| 7D | +14.9% | -3.9% | +18.7% | +15.7% |
| 30D | +13.3% | -11.6% | +24.9% | +15.4% |
| 3M | +24.4% | -24.2% | +48.6% | +29.1% |
| 6M | +258.0% | -54.1% | +312.1% | +305.6% |
| YTD | +320.2% | -53.9% | +374.1% | +369.5% |
| 1Y | +319.1% | -64.4% | +383.4% | +390.9% |
| 3Y | +706.5% | -30.2% | +736.7% | +690.1% |
| 5Y | +1,071.9% | -34.1% | +1,106.0% | +1,005.0% |
| 10Y | +4,683.5% | +342.1% | +4,341.3% | +2,994.7% |
| All | +4,681.2% | +335.6% | +4,345.6% | +2,993.2% |
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