+18,821.0%
EXPD vs DAR
+1,762.6%
+17,058.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +1.0% |
| 7D | -1.1% | +1.4% | -2.5% | -1.2% |
| 30D | +4.1% | +12.8% | -8.7% | +3.1% |
| 3M | +17.9% | +7.4% | +10.5% | +17.2% |
| 6M | +29.2% | +22.3% | +7.0% | +27.1% |
| YTD | +27.4% | +81.1% | -53.7% | +21.7% |
| 1Y | +56.8% | +106.5% | -49.7% | +48.3% |
| 3Y | +68.0% | +5.3% | +62.7% | +64.9% |
| 5Y | +61.9% | -11.5% | +73.4% | +59.7% |
| 10Y | +316.0% | +353.3% | -37.3% | +265.4% |
| All | +18,821.0% | +1,762.6% | +17,058.5% | +15,248.4% |
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