+55.9%
EXPD vs WING
+4.1%
+51.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -2.1% |
| 7D | -7.2% | +9.0% | -16.2% | -8.3% |
| 30D | -3.3% | +39.9% | -43.2% | -7.9% |
| 3M | +3.4% | +40.4% | -37.0% | -2.2% |
| 6M | +22.7% | +12.9% | +9.8% | +19.0% |
| YTD | +24.5% | -31.1% | +55.6% | +29.4% |
| 1Y | +38.6% | -32.7% | +71.4% | +44.3% |
| 3Y | +71.5% | -19.8% | +91.3% | +61.3% |
| All | +55.9% | +4.1% | +51.9% | +28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling