-30.8%
WING vs EXEL
+160.6%
-191.4%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.5% |
| 7D | -0.1% | +1.4% | -1.5% | -0.3% |
| 30D | -6.0% | +6.7% | -12.7% | -6.7% |
| 3M | -23.5% | +11.5% | -34.9% | -24.3% |
| 6M | -52.0% | +38.8% | -90.8% | -53.4% |
| YTD | -53.8% | +31.6% | -85.4% | -55.0% |
| 1Y | -63.8% | +53.0% | -116.8% | -65.2% |
| 3Y | -30.8% | +160.8% | -191.6% | -31.4% |
| All | -30.8% | +160.6% | -191.4% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 3y: compounded portfolio wealth divided by compounded EXEL 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…
3y analysis · Full analysis span regression · 6 months rolling