+27.8%
EXPE vs WY
-9.1%
+36.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.3% |
| 7D | -5.8% | -4.2% | -1.6% | -4.5% |
| 30D | -13.6% | -10.1% | -3.5% | -10.8% |
| 3M | +25.2% | -8.5% | +33.7% | +28.4% |
| 6M | +22.3% | -3.3% | +25.7% | +24.5% |
| YTD | -0.3% | -4.4% | +4.1% | -1.9% |
| 1Y | +27.8% | -11.5% | +39.3% | +23.5% |
| All | +27.8% | -9.1% | +36.9% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling