+146.4%
SHOP vs WING
-19.7%
+166.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.5% | +5.1% | +3.9% |
| 7D | -5.4% | +9.0% | -14.5% | -7.2% |
| 30D | -10.3% | +39.9% | -50.2% | -17.0% |
| 3M | +1.0% | +40.4% | -39.4% | -7.2% |
| 6M | +41.2% | +12.9% | +28.3% | +35.3% |
| YTD | -7.5% | -31.1% | +23.6% | -2.1% |
| 1Y | -4.6% | -32.7% | +28.1% | +1.4% |
| 3Y | +146.4% | -19.8% | +166.2% | +96.4% |
| All | +146.4% | -19.7% | +166.1% | +96.4% |
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 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