+12.8%
TEAM vs EXPD
+57.8%
-45.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -2.7% |
| 7D | -0.4% | -1.1% | +0.7% | -0.4% |
| 30D | +67.3% | +4.1% | +63.2% | +67.0% |
| 3M | +86.8% | +17.9% | +68.9% | +85.4% |
| 6M | +146.8% | +29.2% | +117.6% | +145.1% |
| YTD | +16.9% | +27.4% | -10.4% | +16.8% |
| 1Y | +12.8% | +56.8% | -44.0% | +10.1% |
| All | +12.8% | +57.8% | -45.1% | +10.1% |
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 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