+214.6%
TECH vs WING
+405.9%
-191.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +0.9% | +0.2% |
| 7D | +0.1% | -3.9% | +4.0% | +0.9% |
| 30D | +0.7% | -11.6% | +12.3% | +2.8% |
| 3M | +36.3% | -24.2% | +60.5% | +43.3% |
| 6M | +25.6% | -54.1% | +79.6% | +44.7% |
| YTD | +23.7% | -53.9% | +77.6% | +41.2% |
| 1Y | +37.6% | -64.4% | +102.0% | +64.6% |
| 3Y | -6.6% | -30.2% | +23.6% | -10.0% |
| 5Y | -42.2% | -34.1% | -8.1% | -46.3% |
| 10Y | +187.6% | +342.1% | -154.6% | +93.8% |
| All | +214.6% | +405.9% | -191.3% | +104.3% |
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