+115.9%
EXPE vs WWD
+460.9%
-345.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.4% | -2.3% |
| 7D | -11.2% | +0.4% | -11.6% | -11.4% |
| 30D | -7.5% | -0.4% | -7.0% | -7.8% |
| 3M | -19.1% | -6.1% | -13.0% | -17.1% |
| 6M | +10.7% | -9.5% | +20.3% | +14.5% |
| YTD | -9.9% | +10.8% | -20.7% | -20.7% |
| 1Y | -4.6% | +23.5% | -28.1% | -22.1% |
| 3Y | +116.8% | +151.3% | -34.5% | +6.3% |
| 5Y | +38.6% | +187.8% | -149.2% | -38.8% |
| 10Y | +115.9% | +461.1% | -345.2% | -33.1% |
| All | +115.9% | +460.9% | -345.1% | -33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling