+788.5%
XLK vs WING
+407.7%
+380.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.0% | -4.6% | +0.1% |
| 7D | +0.2% | +7.2% | -7.0% | -1.2% |
| 30D | -0.6% | +4.8% | -5.4% | -2.0% |
| 3M | +2.6% | -23.7% | +26.2% | +7.2% |
| 6M | +34.0% | -43.6% | +77.5% | +47.9% |
| YTD | +30.7% | -50.6% | +81.2% | +46.6% |
| 1Y | +39.2% | -57.0% | +96.2% | +59.8% |
| 3Y | +120.4% | -28.3% | +148.7% | +111.1% |
| 5Y | +148.8% | -32.4% | +181.2% | +128.1% |
| All | +788.5% | +407.7% | +380.8% | +455.4% |
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 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