+55.9%
EXPD vs SUI
-26.3%
+82.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.8% |
| 7D | -7.2% | +6.2% | -13.4% | -9.0% |
| 30D | -3.3% | +8.6% | -11.9% | -6.1% |
| 3M | +3.4% | +1.0% | +2.4% | +2.7% |
| 6M | +22.7% | -2.6% | +25.3% | +23.1% |
| YTD | +24.5% | -0.1% | +24.7% | +23.5% |
| 1Y | +38.6% | +0.5% | +38.2% | +37.2% |
| 3Y | +71.5% | +15.3% | +56.3% | +58.0% |
| All | +55.9% | -26.3% | +82.2% | +70.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling