-9.4%
WY vs EXPD
+55.4%
-64.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -1.3% |
| 7D | -2.1% | -0.9% | -1.1% | -2.0% |
| 30D | -10.5% | +4.1% | -14.5% | -10.8% |
| 3M | -4.9% | +13.8% | -18.6% | -5.8% |
| 6M | -4.9% | +27.3% | -32.2% | -6.5% |
| YTD | -1.7% | +25.4% | -27.1% | -3.6% |
| 1Y | -9.4% | +54.4% | -63.7% | -14.1% |
| All | -9.4% | +55.4% | -64.8% | -14.1% |
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