+37.0%
XHB vs WING
-19.8%
+56.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.2% |
| 7D | -4.1% | -0.5% | -3.6% | -4.0% |
| 30D | +9.6% | +32.3% | -22.7% | +5.7% |
| 3M | -6.0% | +50.2% | -56.2% | -11.2% |
| 6M | +2.2% | +31.7% | -29.5% | -2.2% |
| YTD | +1.1% | -29.6% | +30.8% | +4.2% |
| 1Y | -1.7% | -29.7% | +28.0% | +1.1% |
| All | +37.0% | -19.8% | +56.8% | +20.3% |
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 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