+35.0%
EQT vs EXPD
+69.2%
-34.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.0% |
| 7D | -2.0% | +1.2% | -3.2% | -2.1% |
| 30D | +1.0% | +5.2% | -4.2% | +0.4% |
| 3M | +4.0% | +13.2% | -9.2% | +2.3% |
| 6M | -11.7% | +30.3% | -42.0% | -14.9% |
| YTD | +2.8% | +27.0% | -24.2% | -1.0% |
| 1Y | +10.0% | +57.3% | -47.3% | +1.7% |
| All | +35.0% | +69.2% | -34.2% | +19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling