+1,286.6%
EME vs EXPD
+308.0%
+978.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.5% | +4.0% | +3.2% |
| 7D | +5.2% | -0.9% | +6.1% | +5.6% |
| 30D | -5.4% | +4.1% | -9.4% | -7.1% |
| 3M | -6.1% | +13.8% | -19.9% | -12.0% |
| 6M | +9.7% | +27.3% | -17.6% | -3.1% |
| YTD | +26.6% | +25.4% | +1.1% | +11.5% |
| 1Y | +24.6% | +54.4% | -29.7% | -2.1% |
| 3Y | +249.6% | +67.9% | +181.7% | +154.4% |
| 5Y | +556.6% | +59.2% | +497.4% | +378.8% |
| 10Y | +1,286.6% | +308.6% | +978.1% | +465.7% |
| All | +1,286.6% | +308.0% | +978.6% | +465.7% |
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 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