+46.2%
MSFT vs WING
-23.4%
+69.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.3% | -2.5% | +1.2% | -1.0% |
| 30D | -1.8% | +29.5% | -31.4% | -4.4% |
| 3M | +5.6% | +40.2% | -34.5% | +1.8% |
| 6M | +29.8% | +32.7% | -2.9% | +25.1% |
| YTD | +9.0% | -32.8% | +41.8% | +12.4% |
| 1Y | +4.9% | -31.7% | +36.7% | +7.8% |
| 3Y | +46.2% | -24.7% | +70.9% | +35.6% |
| All | +46.2% | -23.4% | +69.6% | +35.6% |
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