-60.1%
FND vs WING
+8.7%
-68.7%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.2% | +0.6% | -2.2% |
| 7D | +6.8% | +5.0% | +1.9% | +5.3% |
| 30D | +13.1% | +38.7% | -25.6% | +1.4% |
| 3M | -13.1% | +44.7% | -57.8% | -23.9% |
| 6M | -0.6% | +31.5% | -32.1% | -11.0% |
| YTD | -15.5% | -28.4% | +12.9% | -9.5% |
| 1Y | -13.7% | -28.2% | +14.5% | -7.8% |
| 3Y | -35.0% | -18.4% | -16.6% | -44.3% |
| 5Y | -60.1% | +5.2% | -65.3% | -73.5% |
| All | -60.1% | +8.7% | -68.7% | -73.5% |
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