+69.4%
SHEL vs WING
-29.7%
+99.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | +0.3% |
| 7D | +3.0% | -2.3% | +5.3% | +3.0% |
| 30D | +7.2% | -5.6% | +12.8% | +7.2% |
| 3M | +12.9% | -22.9% | +35.8% | +12.9% |
| 6M | +13.7% | -50.4% | +64.1% | +13.9% |
| YTD | +33.7% | -53.3% | +87.0% | +34.0% |
| 1Y | +37.9% | -61.2% | +99.1% | +38.3% |
| All | +69.4% | -29.7% | +99.1% | +80.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling