+140.8%
ADI vs EXPD
+63.3%
+77.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.2% |
| 7D | +13.4% | +3.6% | +9.8% | +11.4% |
| 30D | -1.3% | +0.3% | -1.6% | -1.2% |
| 3M | +6.8% | +6.1% | +0.7% | +3.9% |
| 6M | -1.9% | +27.4% | -29.3% | -13.3% |
| YTD | +52.3% | +32.0% | +20.3% | +30.0% |
| 1Y | +71.6% | +40.5% | +31.1% | +41.5% |
| 3Y | +148.9% | +75.7% | +73.2% | +75.7% |
| 5Y | +140.8% | +61.7% | +79.1% | +68.6% |
| All | +140.8% | +63.3% | +77.5% | +68.6% |
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 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