+120.2%
AG vs EXPD
+55.4%
+64.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.9% |
| 7D | +4.5% | -0.9% | +5.4% | +4.6% |
| 30D | +12.9% | +4.1% | +8.8% | +12.5% |
| 3M | +20.9% | +13.8% | +7.2% | +19.7% |
| 6M | -19.5% | +27.3% | -46.8% | -20.6% |
| YTD | +24.8% | +25.4% | -0.6% | +27.1% |
| 1Y | +120.2% | +54.4% | +65.9% | +151.2% |
| All | +120.2% | +55.4% | +64.8% | +151.2% |
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