+125.7%
ASX vs EXPD
+39.7%
+86.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.7% | +5.9% | +7.8% |
| 7D | -12.3% | -5.5% | -6.8% | -10.7% |
| 30D | -26.0% | -1.9% | -24.1% | -25.1% |
| 3M | -8.1% | +6.1% | -14.2% | -8.2% |
| 6M | +1.4% | +21.6% | -20.2% | -0.1% |
| YTD | +115.6% | +27.9% | +87.7% | +108.2% |
| All | +125.7% | +39.7% | +86.0% | +120.1% |
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 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