+901.9%
XLK vs WING
+407.0%
+494.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +2.3% | -0.1% | +2.4% | +2.3% |
| 30D | -0.1% | -6.0% | +6.0% | +0.7% |
| 3M | +2.1% | -23.5% | +25.6% | +6.5% |
| 6M | +37.2% | -52.0% | +89.2% | +56.1% |
| YTD | +30.8% | -53.8% | +84.6% | +48.3% |
| 1Y | +42.6% | -63.8% | +106.4% | +69.2% |
| 3Y | +121.8% | -30.8% | +152.6% | +115.1% |
| 5Y | +145.7% | -34.3% | +180.0% | +128.5% |
| 10Y | +782.1% | +352.4% | +429.7% | +458.9% |
| All | +901.9% | +407.0% | +494.9% | +505.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling