+7.0%
SHW vs WING
-23.2%
+30.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +3.7% | +2.9% | +6.3% |
| 7D | +13.3% | +21.0% | -7.7% | +11.5% |
| 30D | +14.1% | +56.9% | -42.7% | +10.0% |
| 3M | +0.8% | +38.4% | -37.6% | -2.1% |
| 6M | +17.6% | +12.0% | +5.7% | +16.5% |
| YTD | +13.0% | -29.2% | +42.2% | +16.0% |
| 1Y | +7.0% | -28.8% | +35.8% | +9.6% |
| All | +7.0% | -23.2% | +30.2% | +9.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling