+1,789.8%
SMH vs WING
+379.2%
+1,410.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.4% | -2.4% |
| 7D | +1.4% | +0.2% | +1.2% | +1.3% |
| 30D | -2.2% | -0.5% | -1.7% | -2.7% |
| 3M | -1.9% | -23.9% | +22.0% | +3.6% |
| 6M | +41.0% | -48.9% | +89.9% | +63.2% |
| YTD | +55.6% | -53.3% | +108.9% | +81.4% |
| 1Y | +86.8% | -60.3% | +147.1% | +125.5% |
| 3Y | +277.7% | -30.1% | +307.8% | +263.4% |
| 5Y | +324.2% | -36.2% | +360.4% | +294.1% |
| All | +1,789.8% | +379.2% | +1,410.6% | +1,038.9% |
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 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