+48.3%
XLE vs WING
-65.5%
+113.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.9% |
| 7D | +2.2% | -3.9% | +6.1% | +2.1% |
| 30D | +11.8% | -11.6% | +23.4% | +11.3% |
| 3M | +9.8% | -24.2% | +34.0% | +8.9% |
| 6M | +15.6% | -54.1% | +69.6% | +13.2% |
| YTD | +45.3% | -53.9% | +99.2% | +42.6% |
| 1Y | +48.3% | -64.4% | +112.7% | +39.4% |
| All | +48.3% | -65.5% | +113.9% | +39.4% |
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