+67.8%
EXPD vs SNY
-9.4%
+77.3%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.4% |
| 7D | +1.2% | -3.6% | +4.8% | +1.7% |
| 30D | +5.2% | -1.4% | +6.7% | +5.4% |
| 3M | +13.2% | -4.2% | +17.4% | +13.8% |
| 6M | +30.3% | +2.0% | +28.3% | +29.8% |
| YTD | +27.0% | -6.7% | +33.7% | +28.2% |
| 1Y | +57.3% | -4.7% | +62.0% | +58.1% |
| All | +67.8% | -9.4% | +77.3% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 3y: compounded portfolio wealth divided by compounded SNY 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…
3y analysis · Full analysis span regression · 6 months rolling