+255.7%
SU vs WING
+407.0%
-151.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -1.0% | -0.1% | -0.8% | -1.0% |
| 30D | +13.7% | -6.0% | +19.7% | +14.1% |
| 3M | +8.0% | -23.5% | +31.5% | +10.1% |
| 6M | +21.0% | -52.0% | +73.0% | +28.3% |
| YTD | +56.2% | -53.8% | +110.0% | +65.2% |
| 1Y | +72.2% | -63.8% | +136.0% | +86.3% |
| 3Y | +118.1% | -30.8% | +148.9% | +108.3% |
| 5Y | +350.3% | -34.3% | +384.6% | +322.6% |
| 10Y | +248.5% | +352.4% | -103.9% | +114.3% |
| All | +255.7% | +407.0% | -151.3% | +108.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling