-7.5%
WY vs EXPD
+57.8%
-65.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.2% |
| 7D | -2.6% | -1.1% | -1.5% | -2.5% |
| 30D | -10.9% | +4.1% | -15.0% | -11.2% |
| 3M | -6.0% | +17.9% | -23.9% | -7.1% |
| 6M | -5.6% | +29.2% | -34.9% | -7.3% |
| YTD | -1.1% | +27.4% | -28.5% | -3.1% |
| 1Y | -7.5% | +56.8% | -64.3% | -12.1% |
| All | -7.5% | +57.8% | -65.3% | -12.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling