+48.5%
FND vs WING
+366.0%
-317.6%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.1% |
| 7D | -0.8% | -2.3% | +1.5% | 0.0% |
| 30D | -19.6% | -5.6% | -14.0% | -18.4% |
| 3M | -4.3% | -22.9% | +18.6% | +3.4% |
| 6M | -20.4% | -50.4% | +30.0% | -1.1% |
| YTD | -21.9% | -53.3% | +31.5% | -2.3% |
| 1Y | -45.2% | -61.2% | +16.0% | -27.5% |
| 3Y | -49.2% | -30.1% | -19.2% | -52.7% |
| 5Y | -61.8% | -35.0% | -26.8% | -66.1% |
| All | +48.5% | +366.0% | -317.6% | -18.0% |
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