+1,865.8%
PWR vs EXPD
+334.2%
+1,531.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.7% | +6.7% | +8.0% |
| 7D | -4.8% | -5.5% | +0.7% | -1.7% |
| 30D | -16.2% | -1.9% | -14.3% | -15.1% |
| 3M | -11.9% | +6.1% | -18.0% | -14.2% |
| 6M | -20.6% | +21.6% | -42.2% | -28.1% |
| YTD | +40.3% | +27.9% | +12.4% | +21.4% |
| 1Y | +33.0% | +39.4% | -6.4% | +9.8% |
| 3Y | +250.0% | +72.7% | +177.3% | +146.0% |
| 5Y | +404.2% | +60.3% | +343.9% | +262.3% |
| 10Y | +1,865.8% | +332.6% | +1,533.3% | +605.1% |
| All | +1,865.8% | +334.2% | +1,531.7% | +605.1% |
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