-14.6%
TEAM vs EXPD
+66.3%
-80.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.5% | -5.4% | -6.5% |
| 7D | -5.7% | -0.9% | -4.7% | -5.4% |
| 30D | +18.3% | +4.1% | +14.3% | +17.1% |
| 3M | +80.2% | +13.8% | +66.4% | +73.8% |
| 6M | +111.0% | +27.3% | +83.7% | +97.0% |
| YTD | +8.8% | +25.4% | -16.6% | +1.0% |
| 1Y | +2.2% | +54.4% | -52.2% | -13.1% |
| 3Y | -14.6% | +67.9% | -82.5% | -35.2% |
| All | -14.6% | +66.3% | -80.9% | -35.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling