+198.8%
GE vs WING
+405.9%
-207.1%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.2% |
| 7D | -1.6% | -3.9% | +2.3% | -1.0% |
| 30D | -11.6% | -11.6% | 0.0% | -10.2% |
| 3M | +3.0% | -24.2% | +27.2% | +6.6% |
| 6M | -0.5% | -54.1% | +53.5% | +10.5% |
| YTD | +9.7% | -53.9% | +63.6% | +20.8% |
| 1Y | +20.0% | -64.4% | +84.4% | +36.8% |
| 3Y | +275.8% | -30.2% | +306.0% | +273.2% |
| 5Y | +429.1% | -34.1% | +463.2% | +409.0% |
| 10Y | +151.2% | +342.1% | -191.0% | +71.9% |
| All | +198.8% | +405.9% | -207.1% | +92.7% |
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 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