+251.6%
ORCL vs WING
+742.9%
-491.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +8.4% | -5.2% | +2.0% |
| 7D | +0.5% | +8.6% | -8.1% | -0.7% |
| 30D | -15.3% | +44.8% | -60.0% | -19.9% |
| 3M | -18.2% | +51.9% | -70.2% | -23.5% |
| 6M | -38.4% | +37.2% | -75.7% | -42.0% |
| YTD | -37.7% | -25.3% | -12.4% | -36.5% |
| 1Y | -49.3% | -25.1% | -24.2% | -48.5% |
| 3Y | +10.6% | -12.9% | +23.5% | +6.7% |
| 5Y | +35.5% | +12.0% | +23.5% | +21.4% |
| 10Y | +251.6% | +716.5% | -464.9% | +143.9% |
| All | +251.6% | +742.9% | -491.3% | +143.9% |
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