+278.0%
SCHD vs WING
+412.2%
-134.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -2.0% | -1.0% |
| 7D | -2.6% | -2.3% | -0.4% | -2.4% |
| 30D | -0.3% | -5.6% | +5.3% | +0.1% |
| 3M | +6.1% | -22.9% | +29.0% | +8.5% |
| 6M | +11.7% | -50.4% | +62.1% | +19.2% |
| YTD | +26.3% | -53.3% | +79.7% | +34.8% |
| 1Y | +28.8% | -61.2% | +90.0% | +39.8% |
| 3Y | +55.0% | -30.1% | +85.1% | +50.2% |
| 5Y | +60.0% | -35.0% | +95.0% | +51.5% |
| 10Y | +243.1% | +375.5% | -132.4% | +137.9% |
| All | +278.0% | +412.2% | -134.2% | +154.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling