+21.7%
WING vs FGI
-70.0%
+91.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.1% | -4.0% | -4.2% |
| 7D | +5.0% | -4.1% | +9.1% | +5.0% |
| 30D | +38.7% | -3.4% | +42.1% | +38.7% |
| 3M | +44.7% | +61.8% | -17.1% | +43.4% |
| 6M | +31.5% | +17.0% | +14.5% | +30.6% |
| YTD | -28.4% | +31.4% | -59.8% | -29.0% |
| 1Y | -28.2% | +42.7% | -70.8% | -28.9% |
| 3Y | -18.4% | -0.1% | -18.3% | -19.2% |
| All | +21.7% | -70.0% | +91.8% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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