+147.5%
XEL vs WING
+379.2%
-231.7%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -1.0% | -1.0% |
| 7D | -1.2% | +0.2% | -1.4% | -1.2% |
| 30D | -2.9% | -0.5% | -2.4% | -3.0% |
| 3M | -2.7% | -23.9% | +21.2% | -1.5% |
| 6M | -6.5% | -48.9% | +42.4% | -3.5% |
| YTD | +3.6% | -53.3% | +57.0% | +7.2% |
| 1Y | +7.5% | -60.3% | +67.8% | +12.1% |
| 3Y | +46.3% | -30.1% | +76.4% | +41.0% |
| 5Y | +30.5% | -36.2% | +66.7% | +24.6% |
| All | +147.5% | +379.2% | -231.7% | +97.3% |
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