+2,396.1%
PWR vs EXPD
+308.0%
+2,088.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.5% | +3.8% | +3.1% |
| 7D | +4.5% | -0.9% | +5.5% | +5.0% |
| 30D | -4.9% | +4.1% | -8.9% | -6.8% |
| 3M | -7.9% | +13.8% | -21.7% | -13.9% |
| 6M | +18.3% | +27.3% | -8.9% | +3.8% |
| YTD | +51.5% | +25.4% | +26.1% | +32.0% |
| 1Y | +70.3% | +54.4% | +15.9% | +31.5% |
| 3Y | +210.6% | +67.9% | +142.7% | +121.4% |
| 5Y | +456.7% | +59.2% | +397.5% | +296.9% |
| 10Y | +2,396.1% | +308.6% | +2,087.5% | +892.4% |
| All | +2,396.1% | +308.0% | +2,088.1% | +892.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling