+409.8%
JBL vs WING
-33.6%
+443.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.5% |
| 7D | +4.0% | -2.3% | +6.3% | +4.4% |
| 30D | -7.5% | -5.6% | -1.9% | -7.1% |
| 3M | -14.1% | -22.9% | +8.9% | -11.3% |
| 6M | +25.9% | -50.4% | +76.3% | +40.1% |
| YTD | +36.7% | -53.3% | +90.0% | +52.4% |
| 1Y | +49.0% | -61.2% | +110.2% | +71.5% |
| 3Y | +191.8% | -30.1% | +221.8% | +174.4% |
| 5Y | +409.8% | -35.0% | +444.8% | +344.7% |
| All | +409.8% | -33.6% | +443.4% | +344.7% |
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