+436.7%
GE vs WING
-35.4%
+472.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | +1.2% | -0.1% | +1.3% | +1.1% |
| 30D | -9.5% | -6.0% | -3.5% | -8.9% |
| 3M | +4.1% | -23.5% | +27.6% | +8.0% |
| 6M | +3.9% | -52.0% | +55.9% | +16.2% |
| YTD | +9.0% | -53.8% | +62.8% | +21.4% |
| 1Y | +21.9% | -63.8% | +85.7% | +41.2% |
| 3Y | +281.8% | -30.8% | +312.6% | +269.4% |
| 5Y | +436.7% | -34.3% | +471.0% | +381.4% |
| All | +436.7% | -35.4% | +472.2% | +381.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling