-55.8%
FISV vs WING
-35.5%
-20.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.6% | +0.6% |
| 7D | -7.2% | +0.2% | -7.4% | -7.3% |
| 30D | -7.2% | -0.5% | -6.7% | -7.3% |
| 3M | -8.2% | -23.9% | +15.7% | -4.5% |
| 6M | -17.7% | -48.9% | +31.2% | -8.8% |
| YTD | -27.2% | -53.3% | +26.2% | -18.6% |
| 1Y | -63.0% | -60.3% | -2.7% | -57.6% |
| 3Y | -59.8% | -30.1% | -29.7% | -61.5% |
| 5Y | -55.8% | -36.2% | -19.6% | -59.9% |
| All | -55.8% | -35.5% | -20.2% | -59.9% |
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