+30.9%
MSFU vs WING
-19.7%
+50.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.6% |
| 7D | +2.5% | +9.0% | -6.6% | +0.8% |
| 30D | -1.3% | +39.9% | -41.2% | -7.5% |
| 3M | +8.6% | +40.4% | -31.8% | +1.2% |
| 6M | +48.4% | +12.9% | +35.5% | +42.9% |
| YTD | +1.6% | -31.1% | +32.6% | +7.3% |
| 1Y | -5.8% | -32.7% | +26.9% | -0.3% |
| 3Y | +30.9% | -19.8% | +50.7% | +12.9% |
| All | +30.9% | -19.7% | +50.6% | +12.9% |
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