+77.0%
EXPD vs WU
-23.1%
+100.1%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.0% | +5.9% | +3.4% |
| 7D | -1.6% | +2.1% | -3.7% | -2.1% |
| 30D | +0.6% | +10.1% | -9.5% | -1.6% |
| 3M | +9.8% | -1.1% | +11.0% | +9.7% |
| 6M | +25.8% | -19.8% | +45.5% | +30.6% |
| YTD | +31.3% | -20.8% | +52.0% | +36.1% |
| 1Y | +40.9% | -15.1% | +56.1% | +43.4% |
| All | +77.0% | -23.1% | +100.1% | +84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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