+47.2%
EXPD vs SUI
+1.6%
+45.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.2% | -8.4% | -3.7% |
| 7D | +0.3% | +10.0% | -9.8% | -0.8% |
| 30D | +1.8% | +8.4% | -6.6% | +0.8% |
| 3M | +8.9% | +0.7% | +8.3% | +8.8% |
| 6M | +42.2% | -0.9% | +43.2% | +42.5% |
| YTD | +33.4% | +0.6% | +32.7% | +32.9% |
| 1Y | +47.2% | +0.8% | +46.4% | +47.3% |
| All | +47.2% | +1.6% | +45.5% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 1y: compounded portfolio wealth divided by compounded SUI 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…
1y analysis · Full analysis span regression · 6 months rolling