+443.6%
TEAM vs EXPD
+335.0%
+108.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.3% |
| 7D | -2.4% | +5.5% | -7.9% | -4.9% |
| 30D | -26.7% | -0.8% | -25.9% | -26.3% |
| 3M | -9.6% | +4.1% | -13.8% | -11.3% |
| 6M | +86.0% | +25.7% | +60.4% | +66.7% |
| YTD | -7.5% | +31.4% | -38.9% | -20.5% |
| 1Y | -1.4% | +42.2% | -43.5% | -18.9% |
| 3Y | -14.3% | +77.2% | -91.5% | -39.4% |
| 5Y | -66.3% | +61.0% | -127.3% | -75.5% |
| All | +443.6% | +335.0% | +108.7% | +179.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling