+58.8%
FISV vs WING
+637.4%
-578.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.8% | +3.7% |
| 7D | +1.4% | -2.5% | +3.9% | +1.8% |
| 30D | +38.4% | +29.5% | +8.9% | +31.6% |
| 3M | +14.9% | +40.2% | -25.3% | +7.0% |
| 6M | +21.8% | +32.7% | -10.9% | +13.7% |
| YTD | -5.0% | -32.8% | +27.8% | -0.6% |
| 1Y | -1.2% | -31.7% | +30.6% | +2.8% |
| 3Y | -47.5% | -24.7% | -22.8% | -49.2% |
| 5Y | -36.7% | -0.5% | -36.3% | -44.8% |
| 10Y | +26.9% | +647.5% | -620.6% | -24.8% |
| All | +58.8% | +637.4% | -578.6% | -7.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling