+114.4%
SPMO vs WING
+0.2%
+114.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | +6.3% | -2.7% | +9.1% | +6.7% |
| 30D | -8.9% | +29.3% | -38.1% | -12.0% |
| 3M | -13.2% | +39.9% | -53.1% | -17.5% |
| 6M | -9.3% | +32.4% | -41.7% | -13.8% |
| YTD | +11.6% | -32.9% | +44.5% | +15.6% |
| 1Y | +13.4% | -31.9% | +45.2% | +16.9% |
| 3Y | +122.9% | -24.9% | +147.8% | +117.1% |
| All | +114.4% | +0.2% | +114.1% | +92.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling