+72.2%
MSFU vs WING
-15.6%
+87.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | -3.2% | -0.1% | -3.0% | -3.2% |
| 30D | -3.1% | -6.0% | +2.9% | -2.2% |
| 3M | +35.3% | -23.5% | +58.7% | +41.4% |
| 6M | +31.6% | -52.0% | +83.6% | +51.5% |
| YTD | -9.5% | -53.8% | +44.3% | +4.3% |
| 1Y | -18.4% | -63.8% | +45.4% | -1.1% |
| 3Y | +26.9% | -30.8% | +57.7% | +22.3% |
| All | +72.2% | -15.6% | +87.8% | +57.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling