+118.1%
SU vs EXPD
+66.3%
+51.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.1% |
| 7D | -1.0% | -0.9% | 0.0% | -0.8% |
| 30D | +13.7% | +4.1% | +9.6% | +12.7% |
| 3M | +8.0% | +13.8% | -5.8% | +5.1% |
| 6M | +21.0% | +27.3% | -6.3% | +14.7% |
| YTD | +56.2% | +25.4% | +30.8% | +47.7% |
| 1Y | +72.2% | +54.4% | +17.8% | +53.6% |
| 3Y | +118.1% | +67.9% | +50.2% | +84.6% |
| All | +118.1% | +66.3% | +51.8% | +84.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling