+126.9%
FHN vs WING
+359.3%
-232.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.5% |
| 7D | 0.0% | -2.3% | +2.3% | +0.4% |
| 30D | -2.6% | -5.6% | +3.1% | -2.0% |
| 3M | 0.0% | -22.9% | +22.9% | +3.3% |
| 6M | +9.2% | -50.4% | +59.7% | +19.8% |
| YTD | +4.3% | -53.3% | +57.7% | +14.7% |
| 1Y | +10.8% | -61.2% | +72.0% | +24.8% |
| 3Y | +130.7% | -30.1% | +160.8% | +122.4% |
| 5Y | +87.4% | -35.0% | +122.4% | +76.7% |
| 10Y | +126.9% | +375.5% | -248.7% | +33.1% |
| All | +126.9% | +359.3% | -232.4% | +33.1% |
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