-28.8%
WING vs FIVN
+55.4%
-84.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.6% | +2.1% | +3.6% |
| 7D | +21.0% | -3.4% | +24.4% | +21.2% |
| 30D | +56.9% | +5.8% | +51.1% | +56.0% |
| 3M | +38.4% | +22.0% | +16.3% | +35.3% |
| 6M | +12.0% | +55.7% | -43.8% | +6.3% |
| YTD | -29.2% | +81.3% | -110.5% | -32.1% |
| 1Y | -28.8% | +58.0% | -86.8% | -27.7% |
| All | -28.8% | +55.4% | -84.2% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 1y: compounded portfolio wealth divided by compounded FIVN 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…
1y analysis · Full analysis span regression · 6 months rolling