+1,545.2%
LLY vs WING
+341.7%
+1,203.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.2% |
| 7D | -3.1% | -0.1% | -3.0% | -3.1% |
| 30D | -5.1% | -6.0% | +1.0% | -4.6% |
| 3M | -2.1% | -23.5% | +21.4% | 0.0% |
| 6M | +13.8% | -52.0% | +65.8% | +21.2% |
| YTD | +5.1% | -53.8% | +58.9% | +11.7% |
| 1Y | +53.1% | -63.8% | +116.9% | +66.3% |
| 3Y | +95.6% | -30.8% | +126.4% | +97.5% |
| 5Y | +361.5% | -34.3% | +395.8% | +358.0% |
| 10Y | +1,545.2% | +352.4% | +1,192.8% | +1,308.1% |
| All | +1,545.2% | +341.7% | +1,203.4% | +1,308.1% |
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 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