+3,772.8%
SHOP vs WING
+620.6%
+3,152.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.5% | +2.8% | +0.2% |
| 7D | +2.1% | -3.9% | +6.0% | +3.6% |
| 30D | -16.8% | +26.6% | -43.5% | -25.3% |
| 3M | -2.4% | +42.5% | -44.9% | -17.8% |
| 6M | +47.0% | +29.4% | +17.6% | +26.9% |
| YTD | -8.8% | -32.8% | +24.0% | +0.5% |
| 1Y | -6.3% | -33.5% | +27.2% | +3.3% |
| 3Y | +139.3% | -23.4% | +162.7% | +111.5% |
| 5Y | -12.1% | -0.4% | -11.6% | -37.7% |
| All | +3,772.8% | +620.6% | +3,152.2% | +1,424.7% |
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 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