+380.9%
AXP vs WING
+405.9%
-24.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.9% |
| 7D | -2.1% | -3.9% | +1.7% | -1.4% |
| 30D | -6.5% | -11.6% | +5.0% | -4.7% |
| 3M | +4.6% | -24.2% | +28.8% | +9.3% |
| 6M | +5.4% | -54.1% | +59.5% | +20.2% |
| YTD | -11.1% | -53.9% | +42.8% | +0.5% |
| 1Y | -0.3% | -64.4% | +64.1% | +17.7% |
| 3Y | +111.6% | -30.2% | +141.8% | +105.1% |
| 5Y | +117.6% | -34.1% | +151.7% | +103.0% |
| 10Y | +474.1% | +342.1% | +132.0% | +251.0% |
| All | +380.9% | +405.9% | -24.9% | +182.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling