+1,019.5%
STX vs WING
-34.0%
+1,053.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.0% | +7.3% | +6.5% |
| 7D | +2.4% | -3.9% | +6.2% | +3.0% |
| 30D | +1.4% | -11.6% | +13.0% | +3.0% |
| 3M | -8.2% | -24.2% | +16.0% | -4.9% |
| 6M | +127.0% | -54.1% | +181.1% | +156.6% |
| YTD | +209.1% | -53.9% | +263.1% | +247.0% |
| 1Y | +365.4% | -64.4% | +429.8% | +446.6% |
| 3Y | +1,135.4% | -30.2% | +1,165.6% | +1,087.0% |
| All | +1,019.5% | -34.0% | +1,053.5% | +901.9% |
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