-23.6%
EXE vs WING
-29.6%
+6.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +0.7% |
| 7D | +1.5% | -0.5% | +2.0% | +1.5% |
| 30D | -0.2% | +32.3% | -32.5% | +1.9% |
| 3M | -9.2% | +50.2% | -59.4% | -6.3% |
| 6M | -7.2% | +31.7% | -38.9% | -4.1% |
| YTD | -18.3% | -29.6% | +11.3% | -21.7% |
| 1Y | -23.6% | -29.7% | +6.1% | -27.0% |
| All | -23.6% | -29.6% | +6.0% | -27.0% |
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