+284.1%
SHW vs WING
+359.3%
-75.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.7% | -1.9% |
| 7D | -3.2% | -2.3% | -0.9% | -2.8% |
| 30D | -11.4% | -5.6% | -5.8% | -10.7% |
| 3M | +3.5% | -22.9% | +26.4% | +7.9% |
| 6M | -3.4% | -50.4% | +47.1% | +8.7% |
| YTD | -0.3% | -53.3% | +53.0% | +12.2% |
| 1Y | -10.4% | -61.2% | +50.8% | +3.9% |
| 3Y | +21.3% | -30.1% | +51.4% | +15.7% |
| 5Y | +12.9% | -35.0% | +47.9% | +4.0% |
| 10Y | +284.1% | +375.5% | -91.4% | +111.6% |
| All | +284.1% | +359.3% | -75.2% | +111.6% |
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 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