+204.4%
ABT vs EXPD
+308.0%
-103.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.1% | -2.1% |
| 7D | -3.1% | -0.9% | -2.2% | -2.8% |
| 30D | -2.1% | +4.1% | -6.2% | -3.5% |
| 3M | +17.4% | +13.8% | +3.6% | +11.9% |
| 6M | -2.4% | +27.3% | -29.7% | -11.0% |
| YTD | -14.2% | +25.4% | -39.7% | -22.0% |
| 1Y | -18.3% | +54.4% | -72.7% | -31.8% |
| 3Y | +11.5% | +67.9% | -56.4% | -12.3% |
| 5Y | -9.9% | +59.2% | -69.1% | -29.2% |
| 10Y | +204.4% | +308.6% | -104.2% | +57.6% |
| All | +204.4% | +308.0% | -103.6% | +57.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling