+253.8%
INTC vs EXPD
+308.0%
-54.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.5% | +10.6% | +9.9% |
| 7D | +17.4% | -0.9% | +18.3% | +18.0% |
| 30D | +2.8% | +4.1% | -1.3% | +0.4% |
| 3M | -5.3% | +13.8% | -19.0% | -12.4% |
| 6M | +140.6% | +27.3% | +113.3% | +108.8% |
| YTD | +183.1% | +25.4% | +157.7% | +144.9% |
| 1Y | +326.8% | +54.4% | +272.4% | +221.8% |
| 3Y | +179.4% | +67.9% | +111.6% | +96.6% |
| 5Y | +111.7% | +59.2% | +52.6% | +49.8% |
| 10Y | +253.8% | +308.6% | -54.7% | +46.7% |
| All | +253.8% | +308.0% | -54.2% | +46.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling