+404.4%
WING vs SUI
+173.7%
+230.6%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.8% |
| 7D | -3.9% | -2.8% | -1.0% | -2.5% |
| 30D | -11.6% | -1.2% | -10.4% | -10.9% |
| 3M | -24.2% | -1.7% | -22.5% | -23.5% |
| 6M | -54.1% | -10.5% | -43.6% | -51.6% |
| YTD | -53.9% | -1.8% | -52.1% | -53.5% |
| 1Y | -64.4% | -4.1% | -60.3% | -63.8% |
| 3Y | -30.2% | +11.3% | -41.5% | -36.7% |
| 5Y | -34.1% | -32.1% | -2.0% | -23.4% |
| 10Y | +342.1% | +110.4% | +231.7% | +216.4% |
| All | +404.4% | +173.7% | +230.6% | +236.1% |
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