+246.0%
ORCL vs WING
+675.9%
-429.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.2% | +2.7% | -0.9% |
| 7D | -6.5% | +5.0% | -11.5% | -7.2% |
| 30D | -16.6% | +38.7% | -55.3% | -20.6% |
| 3M | -21.6% | +44.7% | -66.3% | -26.2% |
| 6M | -39.4% | +31.5% | -70.8% | -42.5% |
| YTD | -38.7% | -28.4% | -10.2% | -37.1% |
| 1Y | -50.4% | -28.2% | -22.2% | -49.3% |
| 3Y | +8.1% | -18.4% | +26.5% | +5.3% |
| 5Y | +34.5% | +5.2% | +29.3% | +21.5% |
| 10Y | +246.0% | +699.8% | -453.8% | +142.1% |
| All | +246.0% | +675.9% | -429.8% | +142.1% |
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