+278.2%
GE vs WING
-13.5%
+291.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.4% | -4.6% | +2.6% |
| 7D | +6.3% | +8.6% | -2.3% | +5.0% |
| 30D | +8.9% | +44.8% | -35.9% | +3.4% |
| 3M | -9.2% | +51.9% | -61.1% | -14.7% |
| 6M | +13.2% | +37.2% | -24.0% | +7.3% |
| YTD | +9.4% | -25.3% | +34.7% | +11.8% |
| 1Y | +9.8% | -25.1% | +34.9% | +11.8% |
| 3Y | +278.2% | -12.9% | +291.1% | +232.4% |
| All | +278.2% | -13.5% | +291.7% | +232.4% |
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