+654.1%
WING vs SUI
+178.5%
+475.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -0.8% |
| 7D | +9.0% | +6.2% | +2.8% | +6.1% |
| 30D | +39.9% | +8.6% | +31.4% | +34.5% |
| 3M | +40.4% | +1.0% | +39.4% | +39.7% |
| 6M | +12.9% | -2.6% | +15.5% | +14.0% |
| YTD | -31.1% | -0.1% | -30.9% | -31.2% |
| 1Y | -32.7% | +0.5% | -33.2% | -33.1% |
| 3Y | -19.8% | +15.3% | -35.1% | -28.5% |
| 5Y | +4.0% | -26.1% | +30.1% | +16.0% |
| 10Y | +684.4% | +117.8% | +566.6% | +451.9% |
| All | +654.1% | +178.5% | +475.6% | +397.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling