+49.5%
JBL vs WING
-65.5%
+115.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.5% |
| 7D | +3.0% | -3.9% | +6.9% | +3.1% |
| 30D | -8.3% | -11.6% | +3.3% | -8.0% |
| 3M | -16.9% | -24.2% | +7.3% | -16.2% |
| 6M | +21.8% | -54.1% | +75.8% | +28.8% |
| YTD | +36.3% | -53.9% | +90.2% | +43.0% |
| 1Y | +49.5% | -64.4% | +113.9% | +65.1% |
| All | +49.5% | -65.5% | +115.1% | +65.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling