+109.0%
SPG vs WING
+620.3%
-511.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.3% |
| 7D | +2.0% | -2.5% | +4.5% | +2.4% |
| 30D | +17.2% | +29.5% | -12.3% | +11.5% |
| 3M | +6.3% | +40.2% | -33.8% | -1.0% |
| 6M | +18.7% | +32.7% | -14.0% | +10.7% |
| YTD | +30.1% | -32.8% | +62.9% | +35.7% |
| 1Y | +32.8% | -31.7% | +64.5% | +37.7% |
| 3Y | +133.6% | -24.7% | +158.3% | +121.8% |
| 5Y | +84.4% | -0.5% | +84.9% | +54.9% |
| All | +109.0% | +620.3% | -511.3% | +20.2% |
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 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