+88.1%
FHN vs WING
-34.0%
+122.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | 0.0% |
| 7D | +1.2% | -3.9% | +5.0% | +1.5% |
| 30D | -4.7% | -11.6% | +6.9% | -3.9% |
| 3M | +3.5% | -24.2% | +27.7% | +5.6% |
| 6M | +7.8% | -54.1% | +61.9% | +14.4% |
| YTD | +5.9% | -53.9% | +59.8% | +11.9% |
| 1Y | +12.5% | -64.4% | +76.8% | +21.1% |
| 3Y | +117.2% | -30.2% | +147.4% | +115.5% |
| All | +88.1% | -34.0% | +122.1% | +87.8% |
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