+47.3%
SM vs WING
-64.3%
+111.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.6% |
| 7D | -0.2% | -0.1% | 0.0% | -0.2% |
| 30D | +31.5% | -6.0% | +37.6% | +30.9% |
| 3M | +17.3% | -23.5% | +40.8% | +15.2% |
| 6M | +48.5% | -52.0% | +100.5% | +43.6% |
| YTD | +106.3% | -53.8% | +160.1% | +99.6% |
| 1Y | +47.3% | -63.8% | +111.1% | +34.2% |
| All | +47.3% | -64.3% | +111.6% | +34.2% |
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