+319.1%
DELL vs EXPD
+57.8%
+261.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.2% |
| 7D | +14.9% | -1.1% | +16.0% | +15.4% |
| 30D | +13.3% | +4.1% | +9.2% | +11.7% |
| 3M | +24.4% | +17.9% | +6.5% | +17.9% |
| 6M | +258.0% | +29.2% | +228.8% | +229.3% |
| YTD | +320.2% | +27.4% | +292.8% | +300.1% |
| 1Y | +319.1% | +56.8% | +262.2% | +320.1% |
| All | +319.1% | +57.8% | +261.2% | +320.1% |
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