+105.2%
GSK vs WING
+620.3%
-515.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | +1.1% | -2.5% | +3.6% | +1.3% |
| 30D | +6.3% | +29.5% | -23.2% | +4.1% |
| 3M | +1.8% | +40.2% | -38.4% | -1.2% |
| 6M | +1.7% | +32.7% | -31.1% | -1.3% |
| YTD | +6.5% | -32.8% | +39.3% | +8.6% |
| 1Y | +9.5% | -31.7% | +41.2% | +11.3% |
| 3Y | +65.3% | -24.7% | +90.0% | +63.3% |
| 5Y | +43.7% | -0.5% | +44.2% | +35.3% |
| All | +105.2% | +620.3% | -515.0% | +61.6% |
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