+265.2%
SU vs WING
+407.7%
-142.5%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.0% | -6.1% | -0.6% |
| 7D | +2.2% | +7.2% | -5.0% | +1.6% |
| 30D | +8.4% | +4.8% | +3.7% | +7.8% |
| 3M | +12.1% | -23.7% | +35.8% | +14.1% |
| 6M | +19.7% | -43.6% | +63.2% | +24.5% |
| YTD | +58.4% | -50.6% | +109.0% | +66.0% |
| 1Y | +67.2% | -57.0% | +124.3% | +77.1% |
| 3Y | +125.0% | -28.3% | +153.3% | +114.2% |
| 5Y | +355.1% | -32.4% | +387.5% | +328.5% |
| All | +265.2% | +407.7% | -142.5% | +117.7% |
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