+635.2%
WING vs FIVN
+387.9%
+247.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.0% | +0.6% |
| 7D | -2.5% | -2.8% | +0.3% | -1.9% |
| 30D | +29.5% | -17.4% | +46.9% | +33.8% |
| 3M | +40.2% | -19.2% | +59.3% | +44.2% |
| 6M | +32.7% | +29.4% | +3.3% | +21.7% |
| YTD | -32.8% | +36.3% | -69.1% | -40.7% |
| 1Y | -31.7% | +33.5% | -65.2% | -39.5% |
| 3Y | -24.7% | -56.8% | +32.1% | -18.0% |
| 5Y | -0.5% | -83.0% | +82.5% | +28.6% |
| 10Y | +647.5% | +87.3% | +560.2% | +576.6% |
| All | +635.2% | +387.9% | +247.4% | +546.9% |
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 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