+363.8%
PSX vs WING
-35.4%
+399.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +27.9% |
| 3M | +42.0% | -23.5% | +65.5% | +43.0% |
| 6M | +58.1% | -52.0% | +110.1% | +62.1% |
| YTD | +105.0% | -53.8% | +158.8% | +109.8% |
| 1Y | +104.9% | -63.8% | +168.7% | +112.6% |
| 3Y | +134.1% | -30.8% | +164.8% | +125.7% |
| 5Y | +363.8% | -34.3% | +398.1% | +333.1% |
| All | +363.8% | -35.4% | +399.3% | +333.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling