+82.9%
ED vs EXPD
+55.6%
+27.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | -0.1% | -2.2% |
| 7D | +1.6% | -7.2% | +8.8% | +2.3% |
| 30D | +13.3% | -3.3% | +16.6% | +13.6% |
| 3M | +9.7% | +3.4% | +6.3% | +9.2% |
| 6M | +12.8% | +22.7% | -9.9% | +10.3% |
| YTD | +22.3% | +24.5% | -2.2% | +18.8% |
| 1Y | +26.3% | +38.6% | -12.4% | +20.8% |
| 3Y | +45.0% | +71.5% | -26.5% | +32.7% |
| All | +82.9% | +55.6% | +27.3% | +70.9% |
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