+117.0%
AXP vs WING
-19.7%
+136.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -1.0% |
| 7D | +0.6% | +9.0% | -8.5% | -0.5% |
| 30D | +5.8% | +39.9% | -34.1% | +1.3% |
| 3M | -6.0% | +40.4% | -46.4% | -10.4% |
| 6M | +0.3% | +12.9% | -12.6% | -2.2% |
| YTD | -12.3% | -31.1% | +18.8% | -9.4% |
| 1Y | -11.2% | -32.7% | +21.5% | -8.3% |
| 3Y | +117.0% | -19.8% | +136.8% | +106.2% |
| All | +117.0% | -19.7% | +136.7% | +106.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling