+89.6%
AXP vs WING
+4.1%
+85.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -1.0% |
| 7D | +0.6% | +9.0% | -8.5% | -0.9% |
| 30D | +5.8% | +39.9% | -34.1% | -0.1% |
| 3M | -6.0% | +40.4% | -46.4% | -11.8% |
| 6M | +0.3% | +12.9% | -12.6% | -3.1% |
| YTD | -12.3% | -31.1% | +18.8% | -8.7% |
| 1Y | -11.2% | -32.7% | +21.5% | -7.4% |
| 3Y | +117.0% | -19.8% | +136.8% | +103.2% |
| All | +89.6% | +4.1% | +85.5% | +56.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling