+546.2%
LITE vs WING
+9.2%
+537.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +8.4% | +2.3% | +9.2% |
| 7D | -12.9% | +8.6% | -21.4% | -14.1% |
| 30D | -46.0% | +44.8% | -90.7% | -49.7% |
| 3M | -33.0% | +51.9% | -85.0% | -38.8% |
| 6M | -34.0% | +37.2% | -71.3% | -39.5% |
| YTD | +61.7% | -25.3% | +87.0% | +65.2% |
| 1Y | +148.3% | -25.1% | +173.4% | +152.4% |
| 3Y | +1,408.5% | -12.9% | +1,421.4% | +1,313.0% |
| 5Y | +546.2% | +12.0% | +534.2% | +435.6% |
| All | +546.2% | +9.2% | +537.0% | +435.6% |
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