+4.7%
SHW vs WING
-28.4%
+33.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.5% | -0.3% |
| 7D | +4.2% | +5.0% | -0.7% | +3.7% |
| 30D | +11.3% | +38.7% | -27.4% | +8.0% |
| 3M | -1.8% | +44.7% | -46.5% | -5.2% |
| 6M | +12.7% | +31.5% | -18.8% | +10.0% |
| YTD | +10.4% | -28.4% | +38.9% | +13.3% |
| 1Y | +4.7% | -28.2% | +32.9% | +6.4% |
| All | +4.7% | -28.4% | +33.1% | +6.4% |
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 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