+1,447.0%
JBL vs WING
+379.2%
+1,067.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.7% |
| 7D | -1.0% | +0.2% | -1.2% | -1.1% |
| 30D | -15.1% | -0.5% | -14.6% | -15.5% |
| 3M | -14.0% | -23.9% | +9.8% | -10.4% |
| 6M | +20.6% | -48.9% | +69.5% | +35.8% |
| YTD | +32.9% | -53.3% | +86.2% | +51.0% |
| 1Y | +40.5% | -60.3% | +100.8% | +64.4% |
| 3Y | +183.7% | -30.1% | +213.8% | +170.3% |
| 5Y | +388.3% | -36.2% | +424.5% | +347.9% |
| All | +1,447.0% | +379.2% | +1,067.8% | +787.5% |
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