+143.3%
DELL vs EXPD
+53.8%
+89.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -3.2% | -5.6% | -7.0% |
| 7D | -24.6% | +0.3% | -24.9% | -24.6% |
| 30D | -32.5% | +1.8% | -34.3% | -33.1% |
| 3M | -20.2% | +8.9% | -29.1% | -23.7% |
| 6M | +76.5% | +42.2% | +34.2% | +48.3% |
| YTD | +198.9% | +33.4% | +165.6% | +165.5% |
| 1Y | +143.3% | +47.2% | +96.2% | +114.7% |
| All | +143.3% | +53.8% | +89.5% | +114.7% |
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 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