+431.2%
EXPD vs WU
-20.2%
+451.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.3% | -1.5% |
| 7D | -7.2% | +11.7% | -18.8% | -11.3% |
| 30D | -3.3% | +12.6% | -15.9% | -8.0% |
| 3M | +3.4% | -0.5% | +3.9% | +2.8% |
| 6M | +22.7% | -18.2% | +40.9% | +29.7% |
| YTD | +24.5% | -19.0% | +43.5% | +31.3% |
| 1Y | +38.6% | -16.7% | +55.3% | +44.2% |
| 3Y | +71.5% | -21.0% | +92.5% | +77.5% |
| 5Y | +56.2% | -41.7% | +97.9% | +77.9% |
| 10Y | +310.5% | -35.0% | +345.5% | +324.5% |
| All | +431.2% | -20.2% | +451.4% | +326.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling