+360.8%
NEE vs WING
+637.7%
-277.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.5% | +3.7% | -0.4% |
| 7D | -3.4% | -3.9% | +0.5% | -3.1% |
| 30D | +9.0% | +26.6% | -17.6% | +6.7% |
| 3M | +0.2% | +42.5% | -42.3% | -3.2% |
| 6M | -8.5% | +29.4% | -37.9% | -11.3% |
| YTD | +8.6% | -32.8% | +41.3% | +10.7% |
| 1Y | +2.2% | -33.5% | +35.6% | +4.1% |
| 3Y | +69.1% | -23.4% | +92.5% | +62.8% |
| 5Y | +13.0% | -0.4% | +13.5% | +1.6% |
| 10Y | +288.0% | +647.8% | -359.8% | +184.9% |
| All | +360.8% | +637.7% | -277.0% | +239.5% |
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