+197.8%
GE vs WING
+719.8%
-522.0%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.4% | -4.6% | +2.5% |
| 7D | +6.3% | +8.6% | -2.3% | +4.9% |
| 30D | +8.9% | +44.8% | -35.9% | +2.8% |
| 3M | -9.2% | +51.9% | -61.1% | -15.3% |
| 6M | +13.2% | +37.2% | -24.0% | +6.6% |
| YTD | +9.4% | -25.3% | +34.7% | +11.6% |
| 1Y | +9.8% | -25.1% | +34.9% | +11.7% |
| 3Y | +278.2% | -12.9% | +291.1% | +263.5% |
| 5Y | +396.0% | +12.0% | +384.0% | +340.6% |
| 10Y | +162.4% | +716.5% | -554.1% | +63.0% |
| All | +197.8% | +719.8% | -522.0% | +78.0% |
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