-35.0%
WING vs FIVN
-82.0%
+47.0%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.8% | +3.8% | +1.6% |
| 7D | -2.3% | -9.6% | +7.3% | -0.3% |
| 30D | -5.6% | -11.9% | +6.3% | -3.4% |
| 3M | -22.9% | +40.1% | -63.0% | -29.3% |
| 6M | -50.4% | +68.3% | -118.8% | -57.2% |
| YTD | -53.3% | +51.5% | -104.8% | -59.0% |
| 1Y | -61.2% | +15.1% | -76.3% | -63.8% |
| 3Y | -30.1% | -55.6% | +25.5% | -21.3% |
| 5Y | -35.0% | -82.4% | +47.4% | -8.7% |
| All | -35.0% | -82.0% | +47.0% | -8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling