+218.0%
XLE vs WING
-34.0%
+252.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.8% |
| 7D | +2.2% | -3.9% | +6.1% | +2.3% |
| 30D | +11.8% | -11.6% | +23.4% | +12.1% |
| 3M | +9.8% | -24.2% | +34.0% | +10.5% |
| 6M | +15.6% | -54.1% | +69.6% | +18.2% |
| YTD | +45.3% | -53.9% | +99.2% | +48.1% |
| 1Y | +48.3% | -64.4% | +112.7% | +52.8% |
| 3Y | +55.4% | -30.2% | +85.6% | +49.4% |
| All | +218.0% | -34.0% | +252.0% | +202.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling