+573.2%
SPMO vs WING
+439.8%
+133.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.5% | +1.7% |
| 7D | +2.0% | -3.9% | +5.9% | +2.6% |
| 30D | -0.4% | -11.6% | +11.2% | +1.2% |
| 3M | -1.9% | -24.2% | +22.3% | +1.6% |
| 6M | +25.0% | -54.1% | +79.1% | +39.2% |
| YTD | +26.0% | -53.9% | +79.9% | +39.1% |
| 1Y | +28.7% | -64.4% | +93.0% | +47.3% |
| 3Y | +160.9% | -30.2% | +191.1% | +156.0% |
| 5Y | +147.9% | -34.1% | +182.0% | +135.6% |
| 10Y | +518.9% | +342.1% | +176.8% | +367.6% |
| All | +573.2% | +439.8% | +133.4% | +419.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling