+14.3%
WING vs FGI
-66.3%
+80.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.2% | -10.7% | -4.5% |
| 7D | -3.9% | +13.5% | -17.4% | -3.9% |
| 30D | +26.6% | +17.1% | +9.5% | +26.6% |
| 3M | +42.5% | +78.0% | -35.5% | +41.2% |
| 6M | +29.4% | +46.4% | -17.0% | +28.3% |
| YTD | -32.8% | +47.7% | -80.5% | -33.4% |
| 1Y | -33.5% | +56.8% | -90.3% | -34.2% |
| 3Y | -23.4% | +12.3% | -35.6% | -24.2% |
| All | +14.3% | -66.3% | +80.7% | +17.3% |
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