+359.8%
NEE vs WING
+637.4%
-277.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -2.1% | -2.5% | +0.4% | -1.9% |
| 30D | +8.6% | +29.5% | -20.9% | +6.1% |
| 3M | -0.3% | +40.2% | -40.5% | -3.6% |
| 6M | -8.9% | +32.7% | -41.6% | -11.9% |
| YTD | +8.3% | -32.8% | +41.1% | +10.5% |
| 1Y | +4.3% | -31.7% | +36.0% | +6.0% |
| 3Y | +70.7% | -24.7% | +95.5% | +64.8% |
| 5Y | +12.8% | -0.5% | +13.3% | +1.4% |
| 10Y | +287.2% | +647.5% | -360.3% | +184.3% |
| All | +359.8% | +637.4% | -277.6% | +238.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling