+77.2%
EXPD vs WING
-23.4%
+100.6%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +5.5% | -2.5% | +8.0% | +5.7% |
| 30D | -0.8% | +29.5% | -30.3% | -3.2% |
| 3M | +4.1% | +40.2% | -36.0% | +0.5% |
| 6M | +25.7% | +32.7% | -7.0% | +21.2% |
| YTD | +31.4% | -32.8% | +64.2% | +36.0% |
| 1Y | +42.2% | -31.7% | +73.9% | +46.7% |
| 3Y | +77.2% | -24.7% | +101.9% | +68.9% |
| All | +77.2% | -23.4% | +100.6% | +68.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling