+98.8%
WBD vs EXPD
+24.8%
+73.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | -0.3% |
| 7D | +6.7% | +17.3% | -10.7% | -3.7% |
| 30D | +19.3% | +11.5% | +7.8% | +11.2% |
| 3M | +78.9% | +18.6% | +60.4% | +60.5% |
| 6M | +171.9% | +24.2% | +147.7% | +134.9% |
| YTD | +115.3% | +25.4% | +90.0% | +86.6% |
| 1Y | +177.2% | +14.5% | +162.7% | +148.5% |
| All | +98.8% | +24.8% | +73.9% | +84.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling