+88.2%
XLRE vs WING
+407.7%
-319.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.0% | -5.1% | +0.1% |
| 7D | -1.2% | +7.2% | -8.4% | -2.1% |
| 30D | -2.4% | +4.8% | -7.2% | -3.2% |
| 3M | -2.5% | -23.7% | +21.2% | +0.4% |
| 6M | +4.0% | -43.6% | +47.5% | +10.7% |
| YTD | +9.3% | -50.6% | +59.9% | +17.5% |
| 1Y | +5.6% | -57.0% | +62.6% | +15.2% |
| 3Y | +31.3% | -28.3% | +59.6% | +25.6% |
| 5Y | +9.5% | -32.4% | +41.9% | +1.4% |
| All | +88.2% | +407.7% | -319.5% | +28.5% |
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