-32.3%
WING vs SHAK
-5.6%
-26.7%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.6% |
| 7D | +0.2% | -11.0% | +11.2% | +4.0% |
| 30D | -0.5% | -14.0% | +13.6% | +4.6% |
| 3M | -23.9% | +13.3% | -37.1% | -27.3% |
| 6M | -48.9% | -35.3% | -13.6% | -42.3% |
| YTD | -53.3% | -24.0% | -29.4% | -49.7% |
| 1Y | -60.3% | -36.7% | -23.6% | -55.1% |
| All | -32.3% | -5.6% | -26.7% | -32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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