+404.4%
WING vs FIVN
+494.1%
-89.7%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.5% | -0.5% |
| 7D | -3.9% | -2.3% | -1.6% | -3.4% |
| 30D | -11.6% | +12.4% | -24.0% | -14.3% |
| 3M | -24.2% | +36.0% | -60.2% | -30.0% |
| 6M | -54.1% | +86.0% | -140.0% | -61.2% |
| YTD | -53.9% | +65.9% | -119.8% | -60.4% |
| 1Y | -64.4% | +26.5% | -90.9% | -67.6% |
| 3Y | -30.2% | -54.2% | +24.0% | -23.6% |
| 5Y | -34.1% | -80.5% | +46.3% | -16.4% |
| 10Y | +342.1% | +109.6% | +232.5% | +292.6% |
| All | +404.4% | +494.1% | -89.7% | +332.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling