+177.6%
TECH vs WING
+341.7%
-164.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | +0.2% | -0.1% | +0.3% | +0.2% |
| 30D | +0.1% | -6.0% | +6.2% | +1.0% |
| 3M | +37.5% | -23.5% | +61.0% | +44.6% |
| 6M | +34.6% | -52.0% | +86.6% | +54.7% |
| YTD | +23.5% | -53.8% | +77.3% | +41.8% |
| 1Y | +34.4% | -63.8% | +98.2% | +61.7% |
| 3Y | +2.3% | -30.8% | +33.0% | -2.2% |
| 5Y | -41.7% | -34.3% | -7.4% | -46.5% |
| 10Y | +177.6% | +352.4% | -174.8% | +80.6% |
| All | +177.6% | +341.7% | -164.1% | +80.6% |
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