+43.8%
FWONK vs WING
-25.6%
+69.4%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.0% | -5.8% | -0.2% |
| 7D | +0.1% | +7.2% | -7.1% | -0.4% |
| 30D | -7.7% | +4.8% | -12.5% | -8.0% |
| 3M | +5.7% | -23.7% | +29.4% | +7.2% |
| 6M | +13.5% | -43.6% | +57.0% | +17.1% |
| YTD | -3.0% | -50.6% | +47.6% | +0.6% |
| 1Y | -6.4% | -57.0% | +50.6% | -2.1% |
| 3Y | +43.8% | -28.3% | +72.1% | +17.9% |
| All | +43.8% | -25.6% | +69.4% | +17.9% |
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