+4,259.5%
SHOP vs WING
+685.5%
+3,574.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.2% | +0.6% | -1.9% |
| 7D | +2.8% | +5.0% | -2.1% | +0.9% |
| 30D | -14.2% | +38.7% | -52.9% | -25.3% |
| 3M | -5.5% | +44.7% | -50.2% | -20.3% |
| 6M | +32.8% | +31.5% | +1.3% | +14.8% |
| YTD | -8.9% | -28.4% | +19.5% | -2.4% |
| 1Y | -7.7% | -28.2% | +20.5% | -1.7% |
| 3Y | +139.0% | -18.4% | +157.4% | +110.0% |
| 5Y | -0.5% | +5.2% | -5.8% | -28.1% |
| 10Y | +3,557.0% | +699.8% | +2,857.2% | +1,312.0% |
| All | +4,259.5% | +685.5% | +3,574.0% | +1,555.8% |
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