+55.2%
EWT vs EXPD
+53.8%
+1.4%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -0.8% |
| 7D | -10.9% | +0.3% | -11.2% | -10.9% |
| 30D | -17.7% | +1.8% | -19.6% | -17.9% |
| 3M | -5.0% | +8.9% | -14.0% | -6.0% |
| 6M | +7.4% | +42.2% | -34.9% | +4.4% |
| YTD | +52.8% | +33.4% | +19.5% | +47.2% |
| 1Y | +55.2% | +47.2% | +8.0% | +46.8% |
| All | +55.2% | +53.8% | +1.4% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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