+27,722.5%
EXPD vs SUI
+4,171.7%
+23,550.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.7% | -5.2% | -4.7% |
| 7D | -4.8% | +8.8% | -13.6% | -7.9% |
| 30D | -1.5% | +8.9% | -10.5% | -4.9% |
| 3M | +4.1% | +2.0% | +2.1% | +2.9% |
| 6M | +24.0% | -0.6% | +24.7% | +23.4% |
| YTD | +27.4% | +1.3% | +26.1% | +25.5% |
| 1Y | +38.4% | +1.3% | +37.1% | +36.3% |
| 3Y | +73.2% | +16.3% | +56.9% | +59.1% |
| 5Y | +59.9% | -25.1% | +84.9% | +70.5% |
| 10Y | +319.9% | +121.1% | +198.9% | +177.0% |
| All | +27,722.5% | +4,171.7% | +23,550.7% | +6,617.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling