-31.7%
WING vs FIVN
+29.8%
-61.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.0% | +0.2% |
| 7D | -2.5% | -2.8% | +0.3% | -2.3% |
| 30D | +29.5% | -17.4% | +46.9% | +30.8% |
| 3M | +40.2% | -19.2% | +59.3% | +41.3% |
| 6M | +32.7% | +29.4% | +3.3% | +28.0% |
| YTD | -32.8% | +36.3% | -69.1% | -34.1% |
| 1Y | -31.7% | +33.5% | -65.2% | -32.9% |
| All | -31.7% | +29.8% | -61.6% | -32.9% |
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