+32.0%
FISV vs WING
+405.9%
-373.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.7% |
| 7D | -0.3% | -3.9% | +3.5% | +0.3% |
| 30D | -2.1% | -11.6% | +9.5% | -0.1% |
| 3M | -5.7% | -24.2% | +18.5% | -1.6% |
| 6M | -15.3% | -54.1% | +38.7% | -3.6% |
| YTD | -21.1% | -53.9% | +32.8% | -11.0% |
| 1Y | -61.1% | -64.4% | +3.3% | -54.1% |
| 3Y | -56.8% | -30.2% | -26.6% | -57.8% |
| 5Y | -54.2% | -34.1% | -20.1% | -56.7% |
| 10Y | +1.6% | +342.1% | -340.6% | -33.8% |
| All | +32.0% | +405.9% | -373.9% | -17.3% |
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 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