+159.7%
GILD vs WING
+407.7%
-248.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.0% | -6.7% | -1.1% |
| 7D | -4.8% | +7.2% | -12.1% | -5.2% |
| 30D | +5.8% | +4.8% | +1.0% | +5.4% |
| 3M | +14.9% | -23.7% | +38.6% | +16.3% |
| 6M | -0.4% | -43.6% | +43.2% | +2.3% |
| YTD | +18.5% | -50.6% | +69.1% | +22.1% |
| 1Y | +25.1% | -57.0% | +82.1% | +29.7% |
| 3Y | +105.9% | -28.3% | +134.2% | +100.9% |
| 5Y | +143.0% | -32.4% | +175.4% | +132.9% |
| All | +159.7% | +407.7% | -248.0% | +124.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling