+61,246.3%
SU vs EXPD
+30,859.1%
+30,387.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.8% |
| 7D | +3.6% | -1.1% | +4.7% | +3.6% |
| 30D | +7.9% | +4.1% | +3.8% | +7.6% |
| 3M | +3.5% | +17.9% | -14.4% | +2.3% |
| 6M | +19.0% | +29.2% | -10.3% | +16.9% |
| YTD | +55.0% | +27.4% | +27.6% | +52.2% |
| 1Y | +71.2% | +56.8% | +14.4% | +65.8% |
| 3Y | +117.4% | +68.0% | +49.4% | +109.3% |
| 5Y | +335.2% | +61.9% | +273.3% | +318.4% |
| 10Y | +248.7% | +316.0% | -67.3% | +225.3% |
| All | +61,246.3% | +30,859.1% | +30,387.2% | +540,067.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling