+785.4%
MSCI vs WING
+679.4%
+106.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.9% |
| 7D | +2.8% | +9.0% | -6.2% | +0.9% |
| 30D | +15.4% | +39.9% | -24.5% | +6.8% |
| 3M | +13.4% | +40.4% | -27.0% | +4.0% |
| 6M | +10.9% | +12.9% | -2.0% | +5.7% |
| YTD | +13.0% | -31.1% | +44.1% | +18.5% |
| 1Y | +12.0% | -32.7% | +44.7% | +17.7% |
| 3Y | +34.1% | -19.8% | +53.9% | +22.2% |
| 5Y | +3.9% | +4.0% | -0.1% | -17.6% |
| All | +785.4% | +679.4% | +106.0% | +395.6% |
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