+877.5%
EME vs WING
+620.3%
+257.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +8.4% | -2.5% | +10.9% | +8.8% |
| 30D | -11.5% | +29.5% | -41.0% | -15.2% |
| 3M | -20.6% | +40.2% | -60.8% | -25.3% |
| 6M | -28.5% | +32.7% | -61.2% | -32.8% |
| YTD | +8.0% | -32.8% | +40.8% | +11.6% |
| 1Y | +6.8% | -31.7% | +38.5% | +9.6% |
| 3Y | +213.9% | -24.7% | +238.6% | +206.6% |
| 5Y | +414.8% | -0.5% | +415.3% | +356.9% |
| All | +877.5% | +620.3% | +257.2% | +466.5% |
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