+91.3%
EWT vs EXPD
+55.4%
+35.9%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.4% |
| 7D | +1.6% | -0.9% | +2.6% | +1.7% |
| 30D | +8.2% | +4.1% | +4.1% | +7.9% |
| 3M | +11.1% | +13.8% | -2.7% | +10.2% |
| 6M | +60.4% | +27.3% | +33.2% | +58.2% |
| YTD | +75.6% | +25.4% | +50.1% | +73.5% |
| 1Y | +91.3% | +54.4% | +36.9% | +88.8% |
| All | +91.3% | +55.4% | +35.9% | +88.8% |
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