+3,552.3%
ASX vs EXPD
+2,161.8%
+1,390.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.2% | -0.7% | -2.6% |
| 7D | -14.6% | +0.3% | -14.9% | -14.7% |
| 30D | -21.1% | +1.8% | -22.9% | -21.7% |
| 3M | -3.1% | +8.9% | -12.0% | -6.5% |
| 6M | +17.4% | +42.2% | -24.9% | +1.5% |
| YTD | +135.3% | +33.4% | +102.0% | +106.1% |
| 1Y | +146.5% | +47.2% | +99.3% | +107.1% |
| 3Y | +403.1% | +81.3% | +321.8% | +281.4% |
| 5Y | +551.7% | +60.2% | +491.5% | +415.8% |
| 10Y | +923.7% | +339.5% | +584.1% | +440.8% |
| All | +3,552.3% | +2,161.8% | +1,390.5% | +1,091.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling