+682.9%
WING vs SUI
+120.9%
+562.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.3% |
| 7D | -0.5% | -2.4% | +1.9% | +0.6% |
| 30D | +32.3% | +3.3% | +29.0% | +30.1% |
| 3M | +50.2% | +0.7% | +49.5% | +49.6% |
| 6M | +31.7% | -4.1% | +35.8% | +34.0% |
| YTD | -29.6% | -1.8% | -27.8% | -29.2% |
| 1Y | -29.7% | -4.1% | -25.7% | -28.6% |
| 3Y | -19.8% | +17.4% | -37.2% | -29.4% |
| 5Y | +3.1% | -27.0% | +30.1% | +16.0% |
| 10Y | +682.9% | +121.2% | +561.7% | +567.7% |
| All | +682.9% | +120.9% | +562.0% | +567.7% |
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