+460.5%
SPMO vs WING
+620.3%
-159.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.5% | -1.6% |
| 7D | +6.3% | -2.5% | +8.9% | +6.7% |
| 30D | -8.9% | +29.5% | -38.4% | -12.9% |
| 3M | -13.2% | +40.2% | -53.4% | -18.6% |
| 6M | -9.3% | +32.7% | -42.0% | -14.9% |
| YTD | +11.6% | -32.8% | +44.4% | +15.8% |
| 1Y | +13.4% | -31.7% | +45.1% | +17.0% |
| 3Y | +122.9% | -24.7% | +147.6% | +115.8% |
| 5Y | +113.9% | -0.5% | +114.4% | +87.7% |
| All | +460.5% | +620.3% | -159.7% | +265.9% |
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