+230.9%
XHB vs WING
+620.6%
-389.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.5% | +2.8% | -0.7% |
| 7D | -2.4% | -3.9% | +1.5% | -1.6% |
| 30D | +7.1% | +26.6% | -19.6% | +1.1% |
| 3M | -6.0% | +42.5% | -48.5% | -14.3% |
| 6M | +2.1% | +29.4% | -27.4% | -5.9% |
| YTD | -0.6% | -32.8% | +32.2% | +5.0% |
| 1Y | -3.3% | -33.5% | +30.2% | +2.2% |
| 3Y | +34.1% | -23.4% | +57.5% | +26.1% |
| 5Y | +28.6% | -0.4% | +29.0% | +5.9% |
| All | +230.9% | +620.6% | -389.6% | +69.7% |
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