+175.5%
EXE vs WING
-28.5%
+204.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.3% | +0.3% |
| 7D | -2.2% | +0.2% | -2.4% | -2.2% |
| 30D | -0.8% | -0.5% | -0.3% | -0.8% |
| 3M | +10.0% | -23.9% | +33.9% | +10.8% |
| 6M | -6.3% | -48.9% | +42.5% | -4.6% |
| YTD | -10.7% | -53.3% | +42.7% | -9.1% |
| 1Y | +2.7% | -60.3% | +63.0% | +5.2% |
| 3Y | +19.1% | -30.1% | +49.2% | +15.7% |
| 5Y | +105.4% | -36.2% | +141.6% | +96.7% |
| All | +175.5% | -28.5% | +204.1% | +158.4% |
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 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