+75.0%
SPY vs WING
-19.7%
+94.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.4% |
| 7D | -2.7% | +9.0% | -11.8% | -3.4% |
| 30D | -5.4% | +39.9% | -45.3% | -8.2% |
| 3M | -4.1% | +40.4% | -44.5% | -7.2% |
| 6M | +0.7% | +12.9% | -12.2% | -1.0% |
| YTD | +8.7% | -31.1% | +39.7% | +11.4% |
| 1Y | +10.9% | -32.7% | +43.6% | +13.8% |
| 3Y | +75.0% | -19.8% | +94.8% | +58.6% |
| All | +75.0% | -19.7% | +94.7% | +58.6% |
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