+155.1%
WWD vs EXPD
+75.1%
+80.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.9% | -1.5% | +0.5% |
| 7D | +3.7% | -1.6% | +5.3% | +4.2% |
| 30D | +1.8% | +0.6% | +1.2% | +1.7% |
| 3M | -5.0% | +9.8% | -14.8% | -7.2% |
| 6M | -8.4% | +25.8% | -34.1% | -13.7% |
| YTD | +12.3% | +31.3% | -19.0% | +3.8% |
| 1Y | +26.2% | +40.9% | -14.7% | +14.5% |
| All | +155.1% | +75.1% | +80.0% | +109.1% |
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