-60.0%
FISV vs WING
-29.7%
-30.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.0% | -5.4% | -4.5% |
| 7D | -6.4% | -2.3% | -4.1% | -6.1% |
| 30D | -6.8% | -5.6% | -1.2% | -6.3% |
| 3M | -10.0% | -22.9% | +13.0% | -7.2% |
| 6M | -20.6% | -50.4% | +29.8% | -13.4% |
| YTD | -27.6% | -53.3% | +25.7% | -20.9% |
| 1Y | -64.3% | -61.2% | -3.1% | -60.3% |
| All | -60.0% | -29.7% | -30.3% | -63.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling