+216.1%
TECH vs WING
+656.3%
-440.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.6% | +0.5% |
| 7D | +0.2% | +9.0% | -8.9% | -1.6% |
| 30D | +0.3% | +39.9% | -39.6% | -6.5% |
| 3M | +1.3% | +40.4% | -39.1% | -6.4% |
| 6M | +54.0% | +12.9% | +41.1% | +47.8% |
| YTD | +24.3% | -31.1% | +55.4% | +30.0% |
| 1Y | +25.8% | -32.7% | +58.5% | +31.9% |
| 3Y | +26.0% | -19.8% | +45.8% | +18.9% |
| 5Y | -40.1% | +4.0% | -44.1% | -49.4% |
| 10Y | +210.6% | +684.4% | -473.8% | +88.2% |
| All | +216.1% | +656.3% | -440.3% | +88.1% |
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 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