+176.5%
XLE vs WING
+620.6%
-444.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.5% | +6.0% | +1.9% |
| 7D | +4.4% | -3.9% | +8.3% | +4.7% |
| 30D | -4.3% | +26.6% | -30.9% | -6.4% |
| 3M | +6.0% | +42.5% | -36.5% | +2.2% |
| 6M | +13.2% | +29.4% | -16.2% | +9.4% |
| YTD | +46.7% | -32.8% | +79.5% | +49.8% |
| 1Y | +46.6% | -33.5% | +80.1% | +49.6% |
| 3Y | +69.6% | -23.4% | +92.9% | +62.1% |
| 5Y | +166.5% | -0.4% | +167.0% | +138.4% |
| All | +176.5% | +620.6% | -444.1% | +58.2% |
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 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