+136.5%
WMT vs WING
-23.4%
+159.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +2.0% | -2.5% | +4.6% | +2.1% |
| 30D | +10.3% | +29.5% | -19.3% | +9.0% |
| 3M | +11.0% | +40.2% | -29.2% | +9.3% |
| 6M | -2.3% | +32.7% | -35.0% | -4.0% |
| YTD | +15.7% | -32.8% | +48.5% | +17.0% |
| 1Y | +26.0% | -31.7% | +57.7% | +27.1% |
| 3Y | +136.5% | -24.7% | +161.2% | +150.9% |
| All | +136.5% | -23.4% | +159.9% | +150.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling