+40.9%
EXPD vs WING
-29.6%
+70.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.7% | +4.5% | +3.0% |
| 7D | -1.6% | -0.5% | -1.0% | -1.6% |
| 30D | +0.6% | +32.3% | -31.7% | -1.6% |
| 3M | +9.8% | +50.2% | -40.3% | +5.9% |
| 6M | +25.8% | +31.7% | -5.9% | +21.9% |
| YTD | +31.3% | -29.6% | +60.9% | +39.7% |
| 1Y | +40.9% | -29.7% | +70.6% | +49.6% |
| All | +40.9% | -29.6% | +70.6% | +49.6% |
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