+65.7%
PPL vs WING
+620.6%
-554.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.5% | +4.0% | -0.2% |
| 7D | -2.2% | -3.9% | +1.7% | -2.0% |
| 30D | +1.7% | +26.6% | -25.0% | -0.1% |
| 3M | +0.1% | +42.5% | -42.4% | -2.7% |
| 6M | -1.5% | +29.4% | -31.0% | -4.0% |
| YTD | +3.0% | -32.8% | +35.7% | +4.5% |
| 1Y | -1.4% | -33.5% | +32.0% | 0.0% |
| 3Y | +53.5% | -23.4% | +76.9% | +47.9% |
| 5Y | +46.4% | -0.4% | +46.8% | +33.2% |
| All | +65.7% | +620.6% | -554.9% | +27.1% |
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