+86.2%
SU vs WING
-23.2%
+109.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.7% | -8.3% | -4.2% |
| 7D | -7.1% | +21.0% | -28.1% | -5.7% |
| 30D | +4.8% | +56.9% | -52.1% | +8.4% |
| 3M | +12.5% | +38.4% | -25.9% | +15.8% |
| 6M | +6.5% | +12.0% | -5.5% | +8.2% |
| YTD | +65.8% | -29.2% | +95.0% | +64.7% |
| 1Y | +86.2% | -28.8% | +115.0% | +85.1% |
| All | +86.2% | -23.2% | +109.3% | +85.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling