-40.6%
TECH vs WING
+0.4%
-41.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +0.1% | -2.5% | +2.6% | +0.5% |
| 30D | +0.5% | +29.5% | -29.0% | -4.9% |
| 3M | +1.1% | +40.2% | -39.1% | -6.7% |
| 6M | +62.8% | +32.7% | +30.1% | +51.5% |
| YTD | +24.5% | -32.8% | +57.3% | +31.2% |
| 1Y | +20.6% | -31.7% | +52.4% | +26.5% |
| 3Y | +29.5% | -24.7% | +54.2% | +18.7% |
| All | -40.6% | +0.4% | -41.0% | -51.0% |
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