+2,989.4%
SHOP vs WING
+359.3%
+2,630.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.0% | -6.5% | -5.9% |
| 7D | -10.6% | -2.3% | -8.4% | -9.8% |
| 30D | -18.3% | -5.6% | -12.7% | -17.1% |
| 3M | +14.8% | -22.9% | +37.7% | +25.2% |
| 6M | -5.0% | -50.4% | +45.4% | +22.8% |
| YTD | -21.2% | -53.3% | +32.1% | +2.6% |
| 1Y | -11.6% | -61.2% | +49.6% | +22.7% |
| 3Y | +101.2% | -30.1% | +131.3% | +81.7% |
| 5Y | -15.7% | -35.0% | +19.3% | -28.0% |
| 10Y | +2,989.4% | +375.5% | +2,613.9% | +1,254.4% |
| All | +2,989.4% | +359.3% | +2,630.1% | +1,254.4% |
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