+5.2%
WING vs EXEL
+283.4%
-278.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.6% | -2.6% | -3.9% |
| 7D | +5.0% | -2.4% | +7.4% | +5.5% |
| 30D | +38.7% | +17.9% | +20.8% | +34.5% |
| 3M | +44.7% | +33.3% | +11.4% | +37.0% |
| 6M | +31.5% | +46.6% | -15.1% | +22.1% |
| YTD | -28.4% | +61.0% | -89.4% | -34.9% |
| 1Y | -28.2% | +70.4% | -98.6% | -35.4% |
| 3Y | -18.4% | +236.1% | -254.5% | -39.5% |
| 5Y | +5.2% | +284.8% | -279.6% | -27.2% |
| All | +5.2% | +283.4% | -278.1% | -27.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling