+370.2%
WING vs FIVN
+115.6%
+254.6%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +0.2% | -11.3% | +11.5% | +2.9% |
| 30D | -0.5% | -7.3% | +6.8% | +0.9% |
| 3M | -23.9% | +41.7% | -65.6% | -30.9% |
| 6M | -48.9% | +78.3% | -127.1% | -57.1% |
| YTD | -53.3% | +50.9% | -104.2% | -59.6% |
| 1Y | -60.3% | +19.7% | -80.0% | -63.7% |
| 3Y | -30.1% | -55.7% | +25.7% | -22.3% |
| 5Y | -36.2% | -82.6% | +46.4% | -13.8% |
| All | +370.2% | +115.6% | +254.6% | +314.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling