+8.4%
LOW vs EXPD
+60.9%
-52.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.2% |
| 7D | +0.4% | -0.9% | +1.3% | +0.8% |
| 30D | -10.1% | +4.1% | -14.2% | -11.7% |
| 3M | -2.9% | +13.8% | -16.6% | -8.2% |
| 6M | -19.4% | +27.3% | -46.7% | -27.8% |
| YTD | -15.4% | +25.4% | -40.9% | -24.7% |
| 1Y | -24.9% | +54.4% | -79.3% | -40.0% |
| 3Y | -7.8% | +67.9% | -75.7% | -30.8% |
| 5Y | +8.4% | +59.2% | -50.8% | -18.6% |
| All | +8.4% | +60.9% | -52.5% | -18.6% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling