+196.7%
TECH vs WING
+742.9%
-546.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +8.4% | -8.3% | -1.6% |
| 7D | +0.2% | +8.6% | -8.3% | -1.5% |
| 30D | +0.5% | +44.8% | -44.2% | -7.3% |
| 3M | +0.9% | +51.9% | -51.1% | -8.7% |
| 6M | +51.0% | +37.2% | +13.8% | +39.1% |
| YTD | +24.4% | -25.3% | +49.7% | +28.2% |
| 1Y | +27.6% | -25.1% | +52.7% | +31.1% |
| 3Y | +29.9% | -12.9% | +42.8% | +19.5% |
| 5Y | -40.6% | +12.0% | -52.7% | -51.6% |
| 10Y | +196.7% | +716.5% | -519.8% | +76.5% |
| All | +196.7% | +742.9% | -546.2% | +76.5% |
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 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