+160.9%
SPMO vs WING
-30.4%
+191.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | +3.4% | -0.1% | +3.5% | +3.4% |
| 30D | +0.5% | -6.0% | +6.6% | +1.0% |
| 3M | +1.9% | -23.5% | +25.4% | +4.5% |
| 6M | +27.8% | -52.0% | +79.8% | +38.7% |
| YTD | +26.7% | -53.8% | +80.5% | +37.1% |
| 1Y | +28.9% | -63.8% | +92.7% | +44.3% |
| All | +160.9% | -30.4% | +191.3% | +145.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling