+104.9%
EXPE vs WING
-34.0%
+138.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.5% |
| 7D | -9.5% | -3.9% | -5.7% | -8.7% |
| 30D | -6.6% | -11.6% | +4.9% | -4.3% |
| 3M | +31.4% | -24.2% | +55.6% | +38.3% |
| 6M | +35.2% | -54.1% | +89.3% | +58.0% |
| YTD | +5.8% | -53.9% | +59.7% | +22.1% |
| 1Y | +38.7% | -64.4% | +103.0% | +68.9% |
| 3Y | +175.8% | -30.2% | +206.0% | +147.2% |
| All | +104.9% | -34.0% | +138.8% | +69.7% |
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