+842.6%
ASX vs EXPD
+334.2%
+508.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.7% | +5.9% | +7.2% |
| 7D | -12.3% | -5.5% | -6.8% | -9.3% |
| 30D | -26.0% | -1.9% | -24.1% | -24.9% |
| 3M | -8.1% | +6.1% | -14.2% | -10.4% |
| 6M | +1.4% | +21.6% | -20.2% | -7.9% |
| YTD | +115.6% | +27.9% | +87.7% | +87.3% |
| 1Y | +128.0% | +39.4% | +88.6% | +88.7% |
| 3Y | +371.4% | +72.7% | +298.7% | +236.2% |
| 5Y | +469.4% | +60.3% | +409.1% | +315.7% |
| 10Y | +842.6% | +332.6% | +510.1% | +397.5% |
| All | +842.6% | +334.2% | +508.5% | +397.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling