+355.7%
SU vs WING
-35.5%
+391.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | -0.1% | -0.1% |
| 7D | +1.7% | +0.2% | +1.4% | +1.7% |
| 30D | +9.6% | -0.5% | +10.1% | +9.6% |
| 3M | +11.7% | -23.9% | +35.6% | +12.1% |
| 6M | +21.9% | -48.9% | +70.8% | +23.3% |
| YTD | +58.6% | -53.3% | +112.0% | +60.6% |
| 1Y | +66.5% | -60.3% | +126.8% | +69.4% |
| 3Y | +121.4% | -30.1% | +151.5% | +114.6% |
| 5Y | +355.7% | -36.2% | +391.9% | +367.5% |
| All | +355.7% | -35.5% | +391.3% | +367.5% |
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