+50.3%
INTC vs EXPD
+68.8%
-18.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.3% | +10.0% | +8.7% |
| 7D | -14.4% | -7.2% | -7.3% | -11.4% |
| 30D | -50.2% | -3.3% | -47.0% | -49.5% |
| 3M | -43.6% | +3.4% | -47.0% | -44.7% |
| 6M | -50.2% | +22.7% | -72.9% | -54.9% |
| YTD | +52.5% | +24.5% | +28.0% | +35.7% |
| 1Y | +51.1% | +38.6% | +12.5% | +27.8% |
| 3Y | +50.3% | +71.5% | -21.2% | +16.4% |
| All | +50.3% | +68.8% | -18.6% | +16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling