+71.5%
EXPD vs BWA
+51.7%
+19.8%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.7% | -4.9% | -2.9% |
| 7D | -7.2% | -5.5% | -1.7% | -6.0% |
| 30D | -3.3% | -21.7% | +18.5% | +2.0% |
| 3M | +3.4% | -25.6% | +29.0% | +10.0% |
| 6M | +22.7% | -17.4% | +40.1% | +26.1% |
| YTD | +24.5% | +9.2% | +15.3% | +14.0% |
| 1Y | +38.6% | +9.7% | +28.9% | +26.5% |
| 3Y | +71.5% | +54.6% | +16.9% | +33.5% |
| All | +71.5% | +51.7% | +19.8% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling