+4,062.5%
DELL vs EXPD
+308.0%
+3,754.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +2.7% |
| 7D | +25.6% | -0.9% | +26.5% | +26.1% |
| 30D | +17.7% | +4.1% | +13.6% | +15.4% |
| 3M | +33.4% | +13.8% | +19.7% | +24.7% |
| 6M | +266.2% | +27.3% | +238.9% | +222.1% |
| YTD | +328.0% | +25.4% | +302.6% | +278.3% |
| 1Y | +339.6% | +54.4% | +285.2% | +244.3% |
| 3Y | +694.6% | +67.9% | +626.7% | +484.8% |
| 5Y | +1,122.0% | +59.2% | +1,062.8% | +800.0% |
| 10Y | +4,062.5% | +308.6% | +3,753.9% | +1,815.4% |
| All | +4,062.5% | +308.0% | +3,754.5% | +1,815.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling