+39.8%
EXPD vs BWA
+13.0%
+26.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.6% | +1.2% | +2.7% |
| 7D | -1.6% | +1.7% | -3.3% | -1.7% |
| 30D | +0.6% | -14.6% | +15.2% | +1.3% |
| 3M | +9.8% | -26.2% | +36.0% | +11.2% |
| 6M | +25.8% | -18.4% | +44.2% | +26.8% |
| YTD | +31.3% | +14.7% | +16.6% | +20.3% |
| All | +39.8% | +13.0% | +26.7% | +28.7% |
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