+386.6%
PSX vs WING
+359.3%
+27.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.5% |
| 7D | +1.8% | -2.3% | +4.1% | +2.0% |
| 30D | +21.6% | -5.6% | +27.3% | +22.0% |
| 3M | +46.5% | -22.9% | +69.4% | +48.9% |
| 6M | +62.0% | -50.4% | +112.4% | +70.4% |
| YTD | +106.3% | -53.3% | +159.6% | +117.1% |
| 1Y | +103.0% | -61.2% | +164.2% | +116.9% |
| 3Y | +135.5% | -30.1% | +165.6% | +126.0% |
| 5Y | +368.5% | -35.0% | +403.5% | +343.6% |
| 10Y | +386.6% | +375.5% | +11.0% | +217.1% |
| All | +386.6% | +359.3% | +27.3% | +217.1% |
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