+671.4%
MSI vs WING
+675.9%
-4.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.1% | +0.4% |
| 7D | +7.4% | +5.0% | +2.5% | +6.8% |
| 30D | +18.7% | +38.7% | -20.0% | +14.1% |
| 3M | +14.5% | +44.7% | -30.3% | +8.9% |
| 6M | +38.1% | +31.5% | +6.6% | +32.1% |
| YTD | +38.7% | -28.4% | +67.1% | +41.4% |
| 1Y | +35.4% | -28.2% | +63.6% | +37.7% |
| 3Y | +75.1% | -18.4% | +93.5% | +67.2% |
| 5Y | +126.4% | +5.2% | +121.1% | +98.3% |
| 10Y | +671.4% | +699.8% | -28.4% | +408.8% |
| All | +671.4% | +675.9% | -4.5% | +408.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling