+182.3%
SW vs WING
+686.1%
-503.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +0.9% | -0.6% |
| 7D | -2.6% | -0.5% | -2.0% | -2.6% |
| 30D | +7.2% | +32.3% | -25.1% | +4.9% |
| 3M | -10.5% | +50.2% | -60.6% | -13.4% |
| 6M | +9.9% | +31.7% | -21.8% | +7.2% |
| YTD | +17.2% | -29.6% | +46.9% | +19.0% |
| 1Y | +26.5% | -29.7% | +56.2% | +28.3% |
| 3Y | +47.7% | -19.8% | +67.4% | +46.3% |
| 5Y | +0.2% | +3.1% | -2.9% | -4.0% |
| 10Y | +182.3% | +682.9% | -500.6% | +188.1% |
| All | +182.3% | +686.1% | -503.8% | +188.1% |
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 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