+779.7%
MSCI vs WING
+742.9%
+36.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.4% | -7.5% | -1.0% |
| 7D | +1.5% | +8.6% | -7.1% | -0.4% |
| 30D | +14.4% | +44.8% | -30.4% | +5.0% |
| 3M | +15.2% | +51.9% | -36.7% | +3.8% |
| 6M | +11.2% | +37.2% | -26.0% | +1.5% |
| YTD | +13.9% | -25.3% | +39.2% | +17.3% |
| 1Y | +12.5% | -25.1% | +37.6% | +15.3% |
| 3Y | +32.3% | -12.9% | +45.2% | +18.3% |
| 5Y | +4.9% | +12.0% | -7.2% | -18.1% |
| 10Y | +779.7% | +716.5% | +63.2% | +377.6% |
| All | +779.7% | +742.9% | +36.8% | +377.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling