+5.4%
S vs WING
-64.3%
+69.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.3% |
| 7D | -5.8% | -0.1% | -5.7% | -5.8% |
| 30D | -9.2% | -6.0% | -3.2% | -9.0% |
| 3M | +23.4% | -23.5% | +46.8% | +24.7% |
| 6M | +36.9% | -52.0% | +88.9% | +41.0% |
| YTD | +29.5% | -53.8% | +83.3% | +33.6% |
| 1Y | +5.4% | -63.8% | +69.2% | +12.6% |
| All | +5.4% | -64.3% | +69.7% | +12.6% |
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