+338.3%
PSX vs WING
+675.9%
-337.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | -0.6% |
| 7D | -7.8% | +5.0% | -12.8% | -8.2% |
| 30D | -9.9% | +38.7% | -48.6% | -12.3% |
| 3M | +16.9% | +44.7% | -27.8% | +13.0% |
| 6M | +48.0% | +31.5% | +16.5% | +43.4% |
| YTD | +98.3% | -28.4% | +126.8% | +101.2% |
| 1Y | +86.2% | -28.2% | +114.3% | +88.4% |
| 3Y | +144.0% | -18.4% | +162.4% | +134.0% |
| 5Y | +287.7% | +5.2% | +282.5% | +251.7% |
| 10Y | +338.3% | +699.8% | -361.5% | +154.9% |
| All | +338.3% | +675.9% | -337.5% | +154.9% |
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