+928.6%
WDC vs EXPD
+61.6%
+867.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.9% | +5.0% | +5.4% |
| 7D | +1.7% | -1.1% | +2.9% | +2.4% |
| 30D | -10.0% | +4.1% | -14.0% | -11.6% |
| 3M | -18.8% | +17.9% | -36.7% | -25.6% |
| 6M | +79.0% | +29.2% | +49.8% | +55.6% |
| YTD | +171.6% | +27.4% | +144.2% | +135.1% |
| 1Y | +417.4% | +56.8% | +360.6% | +296.1% |
| 3Y | +1,251.8% | +68.0% | +1,183.7% | +874.0% |
| All | +928.6% | +61.6% | +867.1% | +591.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling