+131.1%
FITB vs WING
-31.3%
+162.4%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | +2.8% | -0.1% | +3.0% | +2.8% |
| 30D | -4.5% | -6.0% | +1.5% | -4.2% |
| 3M | +5.7% | -23.5% | +29.1% | +7.7% |
| 6M | +17.1% | -52.0% | +69.1% | +24.1% |
| YTD | +18.3% | -53.8% | +72.1% | +25.4% |
| 1Y | +23.9% | -63.8% | +87.7% | +33.3% |
| 3Y | +131.1% | -30.8% | +161.9% | +108.7% |
| All | +131.1% | -31.3% | +162.4% | +108.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling