+101,053.9%
TECH vs EXPD
+30,859.1%
+70,194.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.2% |
| 7D | +0.1% | -1.1% | +1.2% | +0.4% |
| 30D | +0.7% | +4.1% | -3.4% | -0.3% |
| 3M | +36.3% | +17.9% | +18.4% | +30.7% |
| 6M | +25.6% | +29.2% | -3.7% | +17.5% |
| YTD | +23.7% | +27.4% | -3.7% | +15.9% |
| 1Y | +37.6% | +56.8% | -19.2% | +22.3% |
| 3Y | -6.6% | +68.0% | -74.6% | -18.3% |
| 5Y | -42.2% | +61.9% | -104.1% | -49.2% |
| 10Y | +187.6% | +316.0% | -128.4% | +104.1% |
| All | +101,053.9% | +30,859.1% | +70,194.8% | +31,876.4% |
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