+514.3%
SPMO vs WING
+379.2%
+135.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.8% | -1.8% |
| 7D | +0.1% | +0.2% | -0.1% | 0.0% |
| 30D | -0.7% | -0.5% | -0.2% | -1.0% |
| 3M | +2.8% | -23.9% | +26.7% | +6.6% |
| 6M | +24.4% | -48.9% | +73.3% | +36.9% |
| YTD | +24.2% | -53.3% | +77.5% | +37.6% |
| 1Y | +24.5% | -60.3% | +84.8% | +41.0% |
| 3Y | +155.6% | -30.1% | +185.7% | +149.4% |
| 5Y | +148.2% | -36.2% | +184.4% | +135.8% |
| All | +514.3% | +379.2% | +135.2% | +332.7% |
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