+210.8%
SU vs EXPD
+61.0%
+149.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.7% | -4.6% | -2.6% |
| 7D | -10.6% | -5.5% | -5.1% | -9.3% |
| 30D | -6.6% | -1.9% | -4.7% | -6.2% |
| 3M | +12.9% | +6.1% | +6.8% | +11.2% |
| 6M | +6.7% | +21.6% | -14.9% | +1.2% |
| YTD | +55.2% | +27.9% | +27.3% | +44.0% |
| 1Y | +61.5% | +39.4% | +22.2% | +46.0% |
| 3Y | +128.7% | +72.7% | +56.0% | +90.1% |
| 5Y | +210.8% | +60.3% | +150.5% | +144.8% |
| All | +210.8% | +61.0% | +149.8% | +144.8% |
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