+180.5%
PL vs EXPD
+57.8%
+122.6%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.1% | -1.4% |
| 7D | -9.3% | -1.1% | -8.2% | -9.1% |
| 30D | -18.9% | +4.1% | -23.0% | -19.5% |
| 3M | -58.4% | +17.9% | -76.3% | -59.5% |
| 6M | -30.3% | +29.2% | -59.5% | -33.2% |
| YTD | -8.1% | +27.4% | -35.5% | -12.8% |
| 1Y | +180.5% | +56.8% | +123.7% | +180.4% |
| All | +180.5% | +57.8% | +122.6% | +180.4% |
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 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