+86.2%
PSX vs WING
-28.4%
+114.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | -1.2% |
| 7D | -7.8% | +5.0% | -12.8% | -7.5% |
| 30D | -9.9% | +38.7% | -48.6% | -7.7% |
| 3M | +16.9% | +44.7% | -27.8% | +20.5% |
| 6M | +48.0% | +31.5% | +16.5% | +51.4% |
| YTD | +98.3% | -28.4% | +126.8% | +94.8% |
| 1Y | +86.2% | -28.2% | +114.3% | +82.0% |
| All | +86.2% | -28.4% | +114.6% | +82.0% |
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