+424.9%
AXP vs WING
+686.1%
-261.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.2% |
| 7D | -2.9% | -0.5% | -2.3% | -2.8% |
| 30D | +3.7% | +32.3% | -28.6% | -2.1% |
| 3M | -4.9% | +50.2% | -55.1% | -12.9% |
| 6M | +4.1% | +31.7% | -27.6% | -3.1% |
| YTD | -11.7% | -29.6% | +17.9% | -8.1% |
| 1Y | -11.7% | -29.7% | +18.0% | -8.4% |
| 3Y | +116.5% | -19.8% | +136.3% | +104.4% |
| 5Y | +89.5% | +3.1% | +86.4% | +59.6% |
| 10Y | +424.9% | +682.9% | -258.0% | +158.7% |
| All | +424.9% | +686.1% | -261.2% | +158.7% |
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 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