+660.3%
WY vs EXPD
+30,859.1%
-30,198.8%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.6% |
| 7D | -1.7% | -1.1% | -0.6% | -1.4% |
| 30D | -10.1% | +4.1% | -14.2% | -11.2% |
| 3M | -5.1% | +17.9% | -23.0% | -9.7% |
| 6M | -4.8% | +29.2% | -34.0% | -12.1% |
| YTD | -0.2% | +27.4% | -27.6% | -8.2% |
| 1Y | -6.6% | +56.8% | -63.5% | -19.5% |
| 3Y | -22.7% | +68.0% | -90.8% | -35.1% |
| 5Y | -22.2% | +61.9% | -84.1% | -34.4% |
| 10Y | +7.3% | +316.0% | -308.7% | -29.2% |
| All | +660.3% | +30,859.1% | -30,198.8% | +227.1% |
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 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