+108.4%
FTV vs WING
+620.6%
-512.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.5% | +4.4% | +0.7% |
| 7D | +3.7% | -3.9% | +7.6% | +4.4% |
| 30D | +16.8% | +26.6% | -9.8% | +11.8% |
| 3M | +10.4% | +42.5% | -32.1% | +2.7% |
| 6M | +12.8% | +29.4% | -16.6% | +5.7% |
| YTD | +23.3% | -32.8% | +56.1% | +29.0% |
| 1Y | +31.0% | -33.5% | +64.4% | +37.0% |
| 3Y | +38.6% | -23.4% | +62.0% | +32.7% |
| 5Y | +17.6% | -0.4% | +18.0% | +0.9% |
| All | +108.4% | +620.6% | -512.2% | +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 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