-13.7%
AXP vs WING
-33.3%
+19.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.5% | +2.9% | -0.9% |
| 7D | -2.1% | -3.9% | +1.8% | -1.6% |
| 30D | +2.7% | +26.6% | -24.0% | -0.8% |
| 3M | -7.3% | +42.5% | -49.8% | -12.1% |
| 6M | +1.8% | +29.4% | -27.6% | -2.9% |
| YTD | -13.1% | -32.8% | +19.7% | -8.7% |
| 1Y | -13.7% | -33.5% | +19.7% | -9.4% |
| All | -13.7% | -33.3% | +19.6% | -9.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling