+96.9%
PSX vs WING
-23.2%
+120.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.7% | -8.3% | -4.2% |
| 7D | -5.2% | +21.0% | -26.1% | -3.8% |
| 30D | -3.7% | +56.9% | -60.6% | -0.4% |
| 3M | +26.8% | +38.4% | -11.6% | +30.2% |
| 6M | +47.3% | +12.0% | +35.3% | +48.7% |
| YTD | +105.4% | -29.2% | +134.7% | +101.9% |
| 1Y | +96.9% | -28.8% | +125.7% | +93.0% |
| All | +96.9% | -23.2% | +120.1% | +93.0% |
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