+251.1%
EQX vs WING
+95.0%
+156.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.6% | +1.5% |
| 7D | +1.7% | -2.3% | +4.0% | +2.0% |
| 30D | +11.1% | -5.6% | +16.7% | +11.7% |
| 3M | +23.1% | -22.9% | +46.0% | +26.6% |
| 6M | -21.8% | -50.4% | +28.6% | -15.3% |
| YTD | -8.1% | -53.3% | +45.2% | -0.2% |
| 1Y | +29.7% | -61.2% | +90.9% | +43.6% |
| 3Y | +179.9% | -30.1% | +210.0% | +169.5% |
| 5Y | +82.5% | -35.0% | +117.5% | +71.3% |
| All | +251.1% | +95.0% | +156.1% | +214.0% |
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