+375.5%
WING vs SPY
+312.5%
+63.0%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.5% |
| 7D | -2.3% | -0.4% | -1.9% | -2.0% |
| 30D | -5.6% | -1.4% | -4.3% | -4.2% |
| 3M | -22.9% | +3.7% | -26.6% | -25.9% |
| 6M | -50.4% | +13.0% | -63.4% | -56.5% |
| YTD | -53.3% | +12.4% | -65.7% | -58.7% |
| 1Y | -61.2% | +18.5% | -79.8% | -67.5% |
| 3Y | -30.1% | +77.6% | -107.7% | -61.3% |
| 5Y | -35.0% | +81.7% | -116.7% | -64.4% |
| 10Y | +375.5% | +319.7% | +55.9% | +18.3% |
| All | +375.5% | +312.5% | +63.0% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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