+407.0%
AXP vs WING
+620.3%
-213.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -0.1% | -2.5% | +2.4% | +0.3% |
| 30D | +4.4% | +29.5% | -25.1% | -1.0% |
| 3M | -6.4% | +40.2% | -46.6% | -13.2% |
| 6M | +4.2% | +32.7% | -28.6% | -3.2% |
| YTD | -12.4% | -32.8% | +20.4% | -8.1% |
| 1Y | -11.1% | -31.7% | +20.6% | -7.3% |
| 3Y | +114.9% | -24.7% | +139.6% | +105.5% |
| 5Y | +87.4% | -0.5% | +87.9% | +58.9% |
| All | +407.0% | +620.3% | -213.2% | +159.1% |
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