+1,244.3%
MSFT vs WING
+656.3%
+588.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.7% |
| 7D | +1.7% | +9.0% | -7.4% | -0.1% |
| 30D | +0.2% | +39.9% | -39.8% | -6.3% |
| 3M | +6.4% | +40.4% | -34.1% | -1.3% |
| 6M | +28.7% | +12.9% | +15.8% | +23.4% |
| YTD | +10.4% | -31.1% | +41.5% | +14.9% |
| 1Y | +7.6% | -32.7% | +40.3% | +12.2% |
| 3Y | +52.3% | -19.8% | +72.1% | +43.5% |
| 5Y | +64.5% | +4.0% | +60.5% | +38.1% |
| 10Y | +917.8% | +684.4% | +233.4% | +453.2% |
| All | +1,244.3% | +656.3% | +588.0% | +614.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling