+223.9%
SU vs EXPD
+329.8%
-106.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | -10.2% | -7.4% | -2.8% | -7.4% |
| 30D | -6.2% | -2.1% | -4.1% | -5.5% |
| 3M | +8.7% | +5.7% | +3.0% | +6.1% |
| 6M | +7.2% | +21.4% | -14.1% | -1.4% |
| YTD | +55.9% | +27.6% | +28.3% | +38.5% |
| 1Y | +60.4% | +36.1% | +24.3% | +38.4% |
| 3Y | +125.2% | +69.9% | +55.3% | +71.1% |
| 5Y | +216.7% | +59.7% | +157.0% | +141.0% |
| 10Y | +223.9% | +323.0% | -99.2% | +56.3% |
| All | +223.9% | +329.8% | -106.0% | +56.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling