+211.0%
ORCL vs WING
+656.3%
-445.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.0% |
| 7D | -11.2% | +9.0% | -20.2% | -12.4% |
| 30D | -18.8% | +39.9% | -58.8% | -22.8% |
| 3M | -18.8% | +40.4% | -59.2% | -23.2% |
| 6M | -39.7% | +12.9% | -52.6% | -41.6% |
| YTD | -39.6% | -31.1% | -8.6% | -37.8% |
| 1Y | -51.7% | -32.7% | -19.0% | -50.2% |
| 3Y | +10.2% | -19.8% | +30.0% | +7.7% |
| 5Y | +30.8% | +4.0% | +26.9% | +18.8% |
| 10Y | +252.1% | +684.4% | -432.4% | +132.9% |
| All | +211.0% | +656.3% | -445.3% | +101.1% |
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 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