-60.3%
WING vs AEE
+9.0%
-69.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.2% | -0.4% |
| 7D | +0.2% | -0.7% | +0.9% | 0.0% |
| 30D | -0.5% | -2.0% | +1.5% | -1.0% |
| 3M | -23.9% | -2.8% | -21.0% | -23.8% |
| 6M | -48.9% | -3.6% | -45.3% | -48.6% |
| YTD | -53.3% | +7.3% | -60.7% | -51.4% |
| 1Y | -60.3% | +8.7% | -69.0% | -57.8% |
| All | -60.3% | +9.0% | -69.3% | -57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1y: compounded portfolio wealth divided by compounded AEE 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…
1y analysis · Full analysis span regression · 6 months rolling