+29.6%
IWD vs EXPD
+39.7%
-10.1%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.7% | -0.7% | +1.7% |
| 7D | +1.3% | -5.5% | +6.7% | +1.9% |
| 30D | +3.6% | -1.9% | +5.5% | +3.7% |
| 3M | +2.3% | +6.1% | -3.8% | +1.5% |
| 6M | +13.0% | +21.6% | -8.6% | +10.1% |
| YTD | +26.2% | +27.9% | -1.7% | +20.2% |
| All | +29.6% | +39.7% | -10.1% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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