+3,045.3%
EQT vs EXPD
+30,859.1%
-27,813.8%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.0% |
| 7D | +1.1% | -1.1% | +2.2% | +1.3% |
| 30D | +7.7% | +4.1% | +3.6% | +6.7% |
| 3M | +0.2% | +17.9% | -17.7% | -3.5% |
| 6M | -9.5% | +29.2% | -38.7% | -14.8% |
| YTD | +3.8% | +27.4% | -23.5% | -2.3% |
| 1Y | +7.8% | +56.8% | -49.1% | -3.3% |
| 3Y | +30.1% | +68.0% | -37.9% | +13.8% |
| 5Y | +188.6% | +61.9% | +126.7% | +152.4% |
| 10Y | +54.6% | +316.0% | -261.4% | +11.4% |
| All | +3,045.3% | +30,859.1% | -27,813.8% | +1,543.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling