+88.0%
MSFU vs WING
+22.8%
+65.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -2.8% | -2.5% | -0.3% | -2.2% |
| 30D | -5.3% | +29.5% | -34.8% | -10.4% |
| 3M | +7.2% | +40.2% | -32.9% | -0.7% |
| 6M | +51.0% | +32.7% | +18.3% | +39.9% |
| YTD | -1.2% | -32.8% | +31.6% | +4.9% |
| 1Y | -10.3% | -31.7% | +21.4% | -5.5% |
| 3Y | +22.2% | -24.7% | +46.9% | +17.2% |
| All | +88.0% | +22.8% | +65.2% | +58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling