+197.8%
WWD vs EXPD
+61.6%
+136.2%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.8% |
| 7D | +1.3% | -1.1% | +2.4% | +1.7% |
| 30D | -7.2% | +4.1% | -11.2% | -8.4% |
| 3M | -3.8% | +17.9% | -21.7% | -9.0% |
| 6M | -9.9% | +29.2% | -39.1% | -17.6% |
| YTD | +14.8% | +27.4% | -12.5% | +4.8% |
| 1Y | +42.1% | +56.8% | -14.8% | +20.1% |
| 3Y | +170.8% | +68.0% | +102.8% | +119.0% |
| All | +197.8% | +61.6% | +136.2% | +128.2% |
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