+155.6%
TE vs EXPD
+55.4%
+100.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -1.5% | +11.5% | +10.2% |
| 7D | +18.2% | -0.9% | +19.2% | +18.4% |
| 30D | -13.5% | +4.1% | -17.6% | -14.1% |
| 3M | -44.6% | +13.8% | -58.4% | -46.0% |
| 6M | -24.7% | +27.3% | -52.0% | -27.6% |
| YTD | -24.3% | +25.4% | -49.7% | -26.8% |
| 1Y | +155.6% | +54.4% | +101.2% | +124.3% |
| All | +155.6% | +55.4% | +100.1% | +124.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling