+196.8%
ELV vs WING
+405.9%
-209.1%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.6% |
| 7D | +3.3% | -3.9% | +7.2% | +3.8% |
| 30D | +4.2% | -11.6% | +15.7% | +5.5% |
| 3M | -0.1% | -24.2% | +24.1% | +2.7% |
| 6M | +41.3% | -54.1% | +95.3% | +53.3% |
| YTD | +17.4% | -53.9% | +71.3% | +26.6% |
| 1Y | +35.1% | -64.4% | +99.4% | +49.8% |
| 3Y | -3.2% | -30.2% | +27.0% | -6.2% |
| 5Y | +15.6% | -34.1% | +49.7% | +9.2% |
| 10Y | +276.8% | +342.1% | -65.4% | +145.2% |
| All | +196.8% | +405.9% | -209.1% | +82.6% |
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