+295.2%
SCHW vs WING
+379.2%
-84.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -2.8% | +0.2% | -3.0% | -2.8% |
| 30D | -0.1% | -0.5% | +0.4% | -0.2% |
| 3M | +20.6% | -23.9% | +44.4% | +24.2% |
| 6M | +15.9% | -48.9% | +64.8% | +25.8% |
| YTD | +8.5% | -53.3% | +61.8% | +18.8% |
| 1Y | +17.8% | -60.3% | +78.1% | +31.3% |
| 3Y | +88.5% | -30.1% | +118.6% | +83.5% |
| 5Y | +60.6% | -36.2% | +96.8% | +51.0% |
| All | +295.2% | +379.2% | -84.0% | +153.2% |
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