+232.7%
LITE vs WING
-23.2%
+255.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.7% | -11.6% | -7.5% |
| 7D | -31.4% | +21.0% | -52.4% | -30.4% |
| 30D | -42.6% | +56.9% | -99.5% | -41.1% |
| 3M | -26.2% | +38.4% | -64.6% | -24.8% |
| 6M | -35.8% | +12.0% | -47.8% | -34.5% |
| YTD | +70.0% | -29.2% | +99.3% | +64.2% |
| 1Y | +232.7% | -28.8% | +261.5% | +214.4% |
| All | +232.7% | -23.2% | +255.9% | +214.4% |
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