+134.1%
PSX vs WING
-31.3%
+165.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | +2.8% | -0.1% | +3.0% | +2.8% |
| 30D | +27.8% | -6.0% | +33.8% | +27.7% |
| 3M | +42.0% | -23.5% | +65.5% | +42.0% |
| 6M | +58.1% | -52.0% | +110.1% | +59.3% |
| YTD | +105.0% | -53.8% | +158.8% | +106.3% |
| 1Y | +104.9% | -63.8% | +168.7% | +108.7% |
| 3Y | +134.1% | -30.8% | +164.8% | +112.1% |
| All | +134.1% | -31.3% | +165.3% | +112.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling