+3.2%
SLB vs WING
-29.7%
+32.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.1% | +0.2% |
| 7D | +0.8% | -3.9% | +4.7% | +1.0% |
| 30D | +15.8% | -11.6% | +27.4% | +16.3% |
| 3M | -0.3% | -24.2% | +23.8% | +0.6% |
| 6M | +21.3% | -54.1% | +75.4% | +25.8% |
| YTD | +52.3% | -53.9% | +106.2% | +57.7% |
| 1Y | +63.6% | -64.4% | +128.0% | +71.4% |
| All | +3.2% | -29.7% | +32.8% | +2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling