+343.8%
HPE vs WING
-35.4%
+379.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.2% | +7.5% | +7.7% |
| 7D | +10.1% | -0.1% | +10.3% | +10.1% |
| 30D | +5.3% | -6.0% | +11.3% | +5.7% |
| 3M | +12.7% | -23.5% | +36.2% | +14.8% |
| 6M | +167.7% | -52.0% | +219.6% | +187.0% |
| YTD | +135.5% | -53.8% | +189.3% | +152.1% |
| 1Y | +143.4% | -63.8% | +207.2% | +168.7% |
| 3Y | +249.2% | -30.8% | +279.9% | +237.1% |
| 5Y | +343.8% | -34.3% | +378.1% | +298.3% |
| All | +343.8% | -35.4% | +379.3% | +298.3% |
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