+67.9%
EXPD vs WTW
+65.4%
+2.5%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.3% | -1.0% |
| 7D | -0.9% | -2.7% | +1.8% | -0.5% |
| 30D | +4.1% | -5.6% | +9.7% | +5.0% |
| 3M | +13.8% | +26.5% | -12.7% | +8.4% |
| 6M | +27.3% | +8.1% | +19.1% | +25.2% |
| YTD | +25.4% | -0.3% | +25.7% | +25.4% |
| 1Y | +54.4% | -0.9% | +55.2% | +54.3% |
| 3Y | +67.9% | +66.6% | +1.3% | +59.6% |
| All | +67.9% | +65.4% | +2.5% | +59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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