+619.5%
WING vs SUI
+123.0%
+496.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -1.0% | -0.5% |
| 7D | -2.5% | -1.5% | -1.0% | -1.8% |
| 30D | +29.5% | +3.7% | +25.8% | +27.2% |
| 3M | +40.2% | -0.4% | +40.6% | +40.4% |
| 6M | +32.7% | -2.8% | +35.5% | +34.2% |
| YTD | -32.8% | -1.6% | -31.2% | -32.5% |
| 1Y | -31.7% | -2.1% | -29.7% | -31.3% |
| 3Y | -24.7% | +18.5% | -43.2% | -34.1% |
| 5Y | -0.5% | -26.5% | +26.0% | +11.7% |
| All | +619.5% | +123.0% | +496.5% | +512.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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