+46.6%
DE vs EXPD
+39.4%
+7.2%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | +3.3% | -7.4% | +10.7% | +4.6% |
| 30D | +10.7% | -2.1% | +12.8% | +11.1% |
| 3M | +13.1% | +5.7% | +7.4% | +11.8% |
| 6M | +20.2% | +21.4% | -1.1% | +15.7% |
| YTD | +48.9% | +27.6% | +21.2% | +39.6% |
| 1Y | +46.6% | +36.1% | +10.5% | +31.8% |
| All | +46.6% | +39.4% | +7.2% | +31.8% |
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