+252.8%
SPOT vs WING
+199.6%
+53.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.0% | -5.2% | -0.7% |
| 7D | -3.1% | +7.2% | -10.3% | -4.8% |
| 30D | +7.4% | +4.8% | +2.6% | +5.9% |
| 3M | +8.2% | -23.7% | +31.9% | +14.8% |
| 6M | +2.2% | -43.6% | +45.8% | +16.0% |
| YTD | -9.5% | -50.6% | +41.1% | +4.4% |
| 1Y | -23.8% | -57.0% | +33.2% | -9.8% |
| 3Y | +233.5% | -28.3% | +261.7% | +220.7% |
| 5Y | +112.2% | -32.4% | +144.6% | +90.1% |
| All | +252.8% | +199.6% | +53.2% | +185.1% |
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 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