-19.6%
MSFU vs WING
-65.5%
+45.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.0% | -3.2% | -4.1% |
| 7D | -5.7% | -3.9% | -1.8% | -5.3% |
| 30D | +4.2% | -11.6% | +15.7% | +5.4% |
| 3M | +27.9% | -24.2% | +52.1% | +31.8% |
| 6M | +37.1% | -54.1% | +91.2% | +48.3% |
| YTD | -7.4% | -53.9% | +46.5% | +2.1% |
| 1Y | -19.6% | -64.4% | +44.7% | -12.0% |
| All | -19.6% | -65.5% | +45.9% | -12.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling