+87.9%
PSX vs EXPD
+39.7%
+48.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.7% | +0.3% | +2.5% |
| 7D | -8.0% | -5.5% | -2.5% | -7.1% |
| 30D | -9.0% | -1.9% | -7.2% | -8.7% |
| 3M | +24.7% | +6.1% | +18.7% | +23.6% |
| 6M | +49.3% | +21.6% | +27.7% | +44.4% |
| YTD | +100.2% | +27.9% | +72.3% | +91.2% |
| All | +87.9% | +39.7% | +48.2% | +81.5% |
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