+35.4%
MSI vs EXPD
+39.4%
-4.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +7.4% | -7.4% | +14.8% | +6.2% |
| 30D | +18.7% | -2.1% | +20.8% | +18.3% |
| 3M | +14.5% | +5.7% | +8.8% | +15.5% |
| 6M | +38.1% | +21.4% | +16.7% | +43.0% |
| YTD | +38.7% | +27.6% | +11.1% | +40.9% |
| 1Y | +35.4% | +36.1% | -0.7% | +35.0% |
| All | +35.4% | +39.4% | -4.0% | +35.0% |
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