+1,085.7%
DELL vs EXPD
+61.6%
+1,024.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.1% |
| 7D | +14.9% | -1.1% | +16.0% | +15.5% |
| 30D | +13.3% | +4.1% | +9.2% | +11.3% |
| 3M | +24.4% | +17.9% | +6.5% | +15.0% |
| 6M | +258.0% | +29.2% | +228.8% | +216.6% |
| YTD | +320.2% | +27.4% | +292.8% | +273.8% |
| 1Y | +319.1% | +56.8% | +262.2% | +235.0% |
| 3Y | +706.5% | +68.0% | +638.5% | +512.7% |
| All | +1,085.7% | +61.6% | +1,024.2% | +746.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling