+145.4%
ASX vs EXPD
+40.4%
+105.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.9% |
| 7D | +12.4% | +5.5% | +6.9% | +10.7% |
| 30D | -19.8% | -0.8% | -19.0% | -19.3% |
| 3M | -10.3% | +4.1% | -14.5% | -10.5% |
| 6M | +1.2% | +25.7% | -24.4% | -0.8% |
| YTD | +123.0% | +31.4% | +91.6% | +116.1% |
| 1Y | +145.4% | +42.2% | +103.3% | +139.6% |
| All | +145.4% | +40.4% | +105.0% | +139.6% |
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 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