+328.6%
EXPD vs DAR
+307.1%
+21.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.6% | +0.1% |
| 7D | +3.6% | +9.2% | -5.6% | +1.7% |
| 30D | +0.3% | -12.3% | +12.5% | +2.9% |
| 3M | +6.1% | -12.7% | +18.8% | +8.7% |
| 6M | +27.4% | -12.8% | +40.1% | +30.1% |
| YTD | +32.0% | +53.8% | -21.8% | +19.0% |
| 1Y | +40.5% | +60.3% | -19.7% | +25.4% |
| 3Y | +75.7% | +31.7% | +43.9% | +57.7% |
| 5Y | +61.7% | -27.7% | +89.5% | +62.9% |
| All | +328.6% | +307.1% | +21.5% | +159.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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