+5,202.4%
WPM vs EXPD
+824.1%
+4,378.3%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.3% | +5.2% | +3.6% |
| 7D | +16.9% | -7.2% | +24.1% | +19.3% |
| 30D | +2.0% | -3.3% | +5.2% | +2.7% |
| 3M | +8.9% | +3.4% | +5.5% | +7.4% |
| 6M | +1.6% | +22.7% | -21.1% | -5.1% |
| YTD | +16.5% | +24.5% | -8.0% | +7.4% |
| 1Y | +42.2% | +38.6% | +3.6% | +26.8% |
| 3Y | +213.3% | +71.5% | +141.8% | +154.7% |
| 5Y | +249.9% | +56.2% | +193.7% | +186.8% |
| 10Y | +549.4% | +310.5% | +238.9% | +257.2% |
| All | +5,202.4% | +824.1% | +4,378.3% | +1,755.7% |
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 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