+5.1%
XHB vs WING
-23.2%
+28.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.7% | +1.7% | +5.0% |
| 7D | +9.7% | +21.0% | -11.2% | +7.3% |
| 30D | +11.7% | +56.9% | -45.2% | +5.7% |
| 3M | -1.4% | +38.4% | -39.7% | -5.5% |
| 6M | +6.8% | +12.0% | -5.2% | +5.3% |
| YTD | +5.5% | -29.2% | +34.7% | +8.4% |
| 1Y | +5.1% | -28.8% | +33.9% | +7.2% |
| All | +5.1% | -23.2% | +28.3% | +7.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling