+311.1%
SPOT vs WING
+307.3%
+3.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +1.6% | -2.5% | +4.1% | +2.1% |
| 30D | +16.9% | +29.5% | -12.6% | +9.0% |
| 3M | +23.0% | +40.2% | -17.2% | +11.5% |
| 6M | +42.2% | +32.7% | +9.5% | +29.5% |
| YTD | +5.5% | -32.8% | +38.3% | +11.5% |
| 1Y | -5.1% | -31.7% | +26.6% | -0.5% |
| 3Y | +257.9% | -24.7% | +282.6% | +240.9% |
| 5Y | +118.4% | -0.5% | +118.8% | +76.7% |
| All | +311.1% | +307.3% | +3.8% | +204.4% |
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