+101,375.0%
TECH vs EXPD
+30,870.6%
+70,504.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.5% | +4.4% | +1.0% |
| 7D | -0.1% | -4.8% | +4.7% | +1.1% |
| 30D | +0.3% | -1.5% | +1.8% | +0.6% |
| 3M | +1.0% | +4.1% | -3.1% | -0.1% |
| 6M | +28.6% | +24.0% | +4.6% | +21.6% |
| YTD | +24.1% | +27.4% | -3.3% | +16.0% |
| 1Y | +21.9% | +38.4% | -16.5% | +11.8% |
| 3Y | +25.7% | +73.2% | -47.5% | +9.0% |
| 5Y | -40.2% | +59.9% | -100.1% | -47.4% |
| 10Y | +210.1% | +319.9% | -109.9% | +119.4% |
| All | +101,375.0% | +30,870.6% | +70,504.5% | +31,928.4% |
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