+174.8%
MS vs WING
-13.5%
+188.3%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +8.4% | -5.3% | +2.3% |
| 7D | +0.7% | +8.6% | -7.8% | 0.0% |
| 30D | -0.9% | +44.8% | -45.7% | -4.4% |
| 3M | -13.0% | +51.9% | -64.9% | -16.7% |
| 6M | -2.0% | +37.2% | -39.2% | -6.0% |
| YTD | +7.8% | -25.3% | +33.1% | +10.5% |
| 1Y | +17.9% | -25.1% | +42.9% | +20.6% |
| 3Y | +174.8% | -12.9% | +187.7% | +162.6% |
| All | +174.8% | -13.5% | +188.3% | +162.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 3y: compounded portfolio wealth divided by compounded WING 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…
3y analysis · Full analysis span regression · 6 months rolling