+52.4%
FND vs WING
+571.2%
-518.8%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.5% | +0.1% | -2.9% |
| 7D | -5.1% | -3.9% | -1.2% | -3.9% |
| 30D | +9.2% | +26.6% | -17.4% | +0.3% |
| 3M | -17.7% | +42.5% | -60.2% | -28.1% |
| 6M | +2.5% | +29.4% | -26.9% | -8.6% |
| YTD | -19.8% | -32.8% | +13.0% | -12.4% |
| 1Y | -22.7% | -33.5% | +10.8% | -15.4% |
| 3Y | -38.3% | -23.4% | -14.9% | -43.4% |
| 5Y | -63.0% | -0.4% | -62.5% | -71.7% |
| All | +52.4% | +571.2% | -518.8% | -26.4% |
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