-35.0%
WING vs AEE
+39.2%
-74.2%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.5% | +1.1% |
| 7D | -2.3% | +1.1% | -3.3% | -2.5% |
| 30D | -5.6% | 0.0% | -5.6% | -5.6% |
| 3M | -22.9% | -0.9% | -22.0% | -22.8% |
| 6M | -50.4% | -2.4% | -48.0% | -50.3% |
| YTD | -53.3% | +8.6% | -62.0% | -54.6% |
| 1Y | -61.2% | +10.2% | -71.4% | -62.5% |
| 3Y | -30.1% | +47.8% | -77.9% | -37.9% |
| 5Y | -35.0% | +40.1% | -75.1% | -41.4% |
| All | -35.0% | +39.2% | -74.2% | -41.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling