+398.2%
WING vs SNY
+64.5%
+333.6%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.1% | +5.8% | +5.9% |
| 7D | +7.2% | -3.3% | +10.6% | +8.3% |
| 30D | +4.8% | -2.2% | +6.9% | +5.5% |
| 3M | -23.7% | -3.0% | -20.6% | -23.0% |
| 6M | -43.6% | +2.7% | -46.3% | -44.1% |
| YTD | -50.6% | -6.8% | -43.7% | -49.7% |
| 1Y | -57.0% | -5.3% | -51.8% | -56.5% |
| 3Y | -28.3% | -9.8% | -18.5% | -28.2% |
| 5Y | -32.4% | +9.7% | -42.1% | -38.2% |
| All | +398.2% | +64.5% | +333.6% | +305.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 10y: compounded portfolio wealth divided by compounded SNY 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…
10y analysis · Full analysis span regression · 6 months rolling