+39.7%
FTV vs WING
-23.4%
+63.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.5% | +4.4% | +0.4% |
| 7D | +3.7% | -3.9% | +7.6% | +4.1% |
| 30D | +16.8% | +26.6% | -9.8% | +13.9% |
| 3M | +10.4% | +42.5% | -32.1% | +6.0% |
| 6M | +12.8% | +29.4% | -16.6% | +8.7% |
| YTD | +23.3% | -32.8% | +56.1% | +28.2% |
| 1Y | +31.0% | -33.5% | +64.4% | +36.0% |
| All | +39.7% | -23.4% | +63.0% | +31.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling