+554.5%
MSTR vs WING
+742.9%
-188.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +8.4% | -11.0% | -5.8% |
| 7D | -4.0% | +8.6% | -12.5% | -7.1% |
| 30D | -18.6% | +44.8% | -63.4% | -30.5% |
| 3M | +25.6% | +51.9% | -26.4% | +2.8% |
| 6M | -33.1% | +37.2% | -70.3% | -44.4% |
| YTD | -17.3% | -25.3% | +7.9% | -14.4% |
| 1Y | -48.1% | -25.1% | -23.0% | -46.9% |
| 3Y | +154.2% | -12.9% | +167.1% | +121.4% |
| 5Y | +46.2% | +12.0% | +34.2% | +2.0% |
| 10Y | +554.5% | +716.5% | -162.0% | +198.3% |
| All | +554.5% | +742.9% | -188.4% | +198.3% |
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