+4,421.6%
SHOP vs WING
+719.8%
+3,701.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +8.4% | -6.3% | -1.2% |
| 7D | -2.7% | +8.6% | -11.2% | -5.8% |
| 30D | -11.0% | +44.8% | -55.8% | -23.8% |
| 3M | +0.3% | +51.9% | -51.6% | -17.0% |
| 6M | +37.7% | +37.2% | +0.5% | +17.1% |
| YTD | -5.5% | -25.3% | +19.8% | -0.4% |
| 1Y | -0.2% | -25.1% | +24.9% | +4.6% |
| 3Y | +151.9% | -12.9% | +164.8% | +115.2% |
| 5Y | -2.2% | +12.0% | -14.2% | -31.1% |
| 10Y | +3,647.2% | +716.5% | +2,930.7% | +1,330.9% |
| All | +4,421.6% | +719.8% | +3,701.7% | +1,588.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling