+635.2%
WING vs AEE
+321.7%
+313.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.3% |
| 7D | -2.5% | +1.7% | -4.2% | -2.9% |
| 30D | +29.5% | +9.7% | +19.8% | +26.5% |
| 3M | +40.2% | +5.9% | +34.2% | +38.2% |
| 6M | +32.7% | +6.7% | +26.0% | +30.3% |
| YTD | -32.8% | +17.4% | -50.2% | -35.9% |
| 1Y | -31.7% | +12.7% | -44.4% | -34.2% |
| 3Y | -24.7% | +68.2% | -92.9% | -35.9% |
| 5Y | -0.5% | +57.3% | -57.8% | -13.7% |
| 10Y | +647.5% | +220.6% | +426.9% | +427.2% |
| All | +635.2% | +321.7% | +313.5% | +380.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling