-41.6%
ORCL vs WING
-33.3%
-8.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.3% | -1.4% |
| 7D | +8.0% | -2.5% | +10.5% | +8.1% |
| 30D | -4.0% | +29.5% | -33.5% | -6.4% |
| 3M | -19.5% | +40.2% | -59.6% | -22.0% |
| 6M | -33.5% | +32.7% | -66.2% | -35.4% |
| YTD | -34.8% | -32.8% | -2.0% | -32.2% |
| 1Y | -41.6% | -31.7% | -9.9% | -38.8% |
| All | -41.6% | -33.3% | -8.3% | -38.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling