+18,828.1%
EXPD vs DAR
+1,348.6%
+17,479.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.1% | -1.4% | -4.2% |
| 7D | -4.8% | -8.1% | +3.3% | -4.2% |
| 30D | -1.5% | -17.1% | +15.6% | -0.2% |
| 3M | +4.1% | -12.3% | +16.4% | +5.0% |
| 6M | +24.0% | -21.8% | +45.8% | +26.0% |
| YTD | +27.4% | +40.8% | -13.4% | +23.9% |
| 1Y | +38.4% | +57.4% | -19.0% | +33.5% |
| 3Y | +73.2% | +12.1% | +61.1% | +69.4% |
| 5Y | +59.9% | -40.2% | +100.1% | +62.1% |
| 10Y | +319.9% | +280.1% | +39.9% | +273.8% |
| All | +18,828.1% | +1,348.6% | +17,479.5% | +15,523.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling