+2.0%
FISV vs WING
+407.7%
-405.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +6.0% | -0.5% | +4.3% |
| 7D | -2.7% | +7.2% | -9.9% | -4.0% |
| 30D | 0.0% | +4.8% | -4.7% | -1.1% |
| 3M | -2.8% | -23.7% | +20.9% | +1.5% |
| 6M | -11.8% | -43.6% | +31.7% | -3.1% |
| YTD | -23.2% | -50.6% | +27.4% | -14.2% |
| 1Y | -62.0% | -57.0% | -5.0% | -56.5% |
| 3Y | -57.6% | -28.3% | -29.3% | -58.9% |
| 5Y | -53.4% | -32.4% | -21.0% | -56.5% |
| All | +2.0% | +407.7% | -405.7% | -35.3% |
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