+1,418.0%
QLD vs WING
+742.9%
+675.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +8.4% | -1.6% | +3.6% |
| 7D | -1.4% | +8.6% | -10.0% | -4.4% |
| 30D | -19.6% | +44.8% | -64.3% | -30.9% |
| 3M | -14.1% | +51.9% | -66.1% | -28.8% |
| 6M | -13.6% | +37.2% | -50.9% | -27.1% |
| YTD | +12.5% | -25.3% | +37.8% | +16.9% |
| 1Y | +13.1% | -25.1% | +38.2% | +16.6% |
| 3Y | +154.7% | -12.9% | +167.6% | +117.6% |
| 5Y | +81.1% | +12.0% | +69.1% | +27.2% |
| 10Y | +1,418.0% | +716.5% | +701.5% | +452.0% |
| All | +1,418.0% | +742.9% | +675.1% | +452.0% |
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 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