+55.9%
EXPD vs DAR
-41.1%
+97.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.2% | -2.1% |
| 7D | -7.2% | -9.9% | +2.8% | -5.6% |
| 30D | -3.3% | -16.4% | +13.1% | -0.5% |
| 3M | +3.4% | -17.1% | +20.4% | +6.2% |
| 6M | +22.7% | -20.5% | +43.2% | +26.7% |
| YTD | +24.5% | +39.4% | -14.9% | +16.2% |
| 1Y | +38.6% | +57.2% | -18.6% | +26.5% |
| 3Y | +71.5% | +13.9% | +57.6% | +61.2% |
| All | +55.9% | -41.1% | +97.0% | +64.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling