+47.5%
TGT vs EXPD
+69.2%
-21.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | 0.0% |
| 7D | +0.8% | -1.1% | +1.9% | +1.2% |
| 30D | +12.2% | +4.1% | +8.1% | +10.6% |
| 3M | +33.8% | +17.9% | +15.9% | +25.8% |
| 6M | +39.3% | +29.2% | +10.1% | +26.0% |
| YTD | +72.9% | +27.4% | +45.5% | +55.6% |
| 1Y | +84.6% | +56.8% | +27.7% | +50.0% |
| All | +47.5% | +69.2% | -21.7% | +13.9% |
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