+421.1%
WMT vs WING
+379.2%
+41.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -2.5% | +0.2% | -2.7% | -2.5% |
| 30D | -6.4% | -0.5% | -6.0% | -6.5% |
| 3M | -12.1% | -23.9% | +11.8% | -10.5% |
| 6M | -15.0% | -48.9% | +33.9% | -10.8% |
| YTD | -4.5% | -53.3% | +48.9% | +0.4% |
| 1Y | +6.2% | -60.3% | +66.5% | +12.9% |
| 3Y | +99.9% | -30.1% | +130.0% | +95.8% |
| 5Y | +131.4% | -36.2% | +167.6% | +121.9% |
| All | +421.1% | +379.2% | +41.9% | +298.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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