+350.4%
SU vs EXPD
+61.0%
+289.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.3% |
| 7D | +1.6% | +1.2% | +0.4% | +1.3% |
| 30D | +10.7% | +5.2% | +5.5% | +9.2% |
| 3M | +13.5% | +13.2% | +0.3% | +9.7% |
| 6M | +21.8% | +30.3% | -8.5% | +13.1% |
| YTD | +58.8% | +27.0% | +31.8% | +47.5% |
| 1Y | +72.0% | +57.3% | +14.7% | +49.1% |
| 3Y | +121.7% | +70.0% | +51.7% | +84.5% |
| 5Y | +350.4% | +61.6% | +288.8% | +268.2% |
| All | +350.4% | +61.0% | +289.4% | +268.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling