+653.4%
WDC vs EXPD
+334.2%
+319.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.7% | +7.2% | +8.1% |
| 7D | -14.4% | -5.5% | -8.9% | -10.6% |
| 30D | -27.1% | -1.9% | -25.2% | -25.6% |
| 3M | -33.3% | +6.1% | -39.3% | -35.4% |
| 6M | -39.6% | +21.6% | -61.2% | -46.9% |
| YTD | +68.4% | +27.9% | +40.5% | +40.5% |
| 1Y | +78.2% | +39.4% | +38.8% | +40.6% |
| 3Y | +772.0% | +72.7% | +699.4% | +471.4% |
| 5Y | +584.9% | +60.3% | +524.6% | +362.1% |
| 10Y | +653.4% | +332.6% | +320.9% | +179.9% |
| All | +653.4% | +334.2% | +319.3% | +179.9% |
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 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