+54.2%
PPL vs WING
+342.3%
-288.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | +2.7% | -3.9% | +6.5% | +2.9% |
| 30D | +0.5% | -11.6% | +12.0% | +1.2% |
| 3M | +0.7% | -24.2% | +24.9% | +2.3% |
| 6M | -7.6% | -54.1% | +46.5% | -2.9% |
| YTD | +1.8% | -53.9% | +55.7% | +6.4% |
| 1Y | -0.8% | -64.4% | +63.6% | +5.6% |
| 3Y | +56.9% | -30.2% | +87.1% | +50.3% |
| 5Y | +39.5% | -34.1% | +73.6% | +31.0% |
| All | +54.2% | +342.3% | -288.1% | +22.7% |
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