+47.2%
EXPD vs BWA
+17.4%
+29.8%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.7% | -3.1% |
| 7D | +0.3% | -9.9% | +10.2% | +0.8% |
| 30D | +1.8% | -16.4% | +18.2% | +2.7% |
| 3M | +8.9% | -19.8% | +28.8% | +10.0% |
| 6M | +42.2% | -10.0% | +52.2% | +42.8% |
| YTD | +33.4% | +12.7% | +20.6% | +22.4% |
| 1Y | +47.2% | +15.7% | +31.5% | +33.5% |
| All | +47.2% | +17.4% | +29.8% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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