+7,255.1%
PWR vs EXPD
+4,642.0%
+2,613.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.3% | +8.5% | +7.2% |
| 7D | -12.9% | -7.2% | -5.7% | -9.7% |
| 30D | -22.8% | -3.3% | -19.6% | -21.5% |
| 3M | -19.0% | +3.4% | -22.4% | -20.1% |
| 6M | -31.1% | +22.7% | -53.8% | -37.3% |
| YTD | +28.2% | +24.5% | +3.7% | +14.0% |
| 1Y | +22.2% | +38.6% | -16.4% | +3.4% |
| 3Y | +222.1% | +71.5% | +150.6% | +141.3% |
| 5Y | +364.1% | +56.2% | +307.8% | +257.4% |
| 10Y | +1,864.5% | +310.5% | +1,554.0% | +876.4% |
| All | +7,255.1% | +4,642.0% | +2,613.0% | +2,009.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling