+75.9%
FTV vs WING
+379.2%
-303.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.3% | -2.3% |
| 7D | -5.2% | +0.2% | -5.4% | -5.2% |
| 30D | -11.5% | -0.5% | -11.1% | -11.7% |
| 3M | -9.0% | -23.9% | +14.8% | -5.3% |
| 6M | -2.0% | -48.9% | +46.9% | +8.9% |
| YTD | -0.9% | -53.3% | +52.4% | +11.3% |
| 1Y | +14.8% | -60.3% | +75.1% | +32.0% |
| 3Y | -5.5% | -30.1% | +24.6% | -8.7% |
| 5Y | -1.9% | -36.2% | +34.3% | -8.2% |
| All | +75.9% | +379.2% | -303.2% | +7.6% |
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