-12.9%
FND vs EXPD
+35.2%
-48.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.8% | +0.1% |
| 7D | +7.7% | -7.2% | +14.9% | +9.2% |
| 30D | +11.9% | -3.3% | +15.1% | +12.3% |
| 3M | -14.6% | +3.4% | -18.0% | -15.7% |
| 6M | +0.5% | +22.7% | -22.2% | -3.8% |
| YTD | -15.8% | +24.5% | -40.4% | -22.8% |
| 1Y | -12.9% | +38.6% | -51.6% | -23.6% |
| All | -12.9% | +35.2% | -48.1% | -23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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