+55.9%
EXPD vs WU
-42.0%
+97.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.3% | -1.8% |
| 7D | -7.2% | +11.7% | -18.8% | -9.9% |
| 30D | -3.3% | +12.6% | -15.9% | -6.5% |
| 3M | +3.4% | -0.5% | +3.9% | +3.1% |
| 6M | +22.7% | -18.2% | +40.9% | +28.0% |
| YTD | +24.5% | -19.0% | +43.5% | +29.6% |
| 1Y | +38.6% | -16.7% | +55.3% | +42.8% |
| 3Y | +71.5% | -21.0% | +92.5% | +75.8% |
| All | +55.9% | -42.0% | +97.9% | +74.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling