+142.8%
WBD vs EXPE
+151.3%
-8.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.9% | +7.4% | +1.9% |
| 7D | -0.7% | -9.8% | +9.0% | +2.3% |
| 30D | +5.0% | -11.5% | +16.5% | +8.5% |
| 3M | +6.2% | +21.7% | -15.5% | -1.4% |
| 6M | +0.6% | +10.4% | -9.8% | -4.3% |
| YTD | -2.4% | -2.5% | +0.1% | -4.1% |
| 1Y | +127.7% | +27.3% | +100.3% | +97.2% |
| All | +142.8% | +151.3% | -8.4% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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