+153.1%
EXPE vs WING
+341.7%
-188.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.2% | -8.1% | -7.9% |
| 7D | -9.8% | -0.1% | -9.6% | -9.7% |
| 30D | -11.5% | -6.0% | -5.5% | -10.5% |
| 3M | +21.7% | -23.5% | +45.2% | +28.1% |
| 6M | +10.4% | -52.0% | +62.4% | +28.0% |
| YTD | -2.5% | -53.8% | +51.3% | +12.6% |
| 1Y | +27.3% | -63.8% | +91.1% | +54.6% |
| 3Y | +153.5% | -30.8% | +184.3% | +141.7% |
| 5Y | +91.1% | -34.3% | +125.4% | +73.0% |
| 10Y | +153.1% | +352.4% | -199.3% | +58.8% |
| All | +153.1% | +341.7% | -188.6% | +58.8% |
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