+6,242.0%
TGT vs EXPD
+30,859.1%
-24,617.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | 0.0% |
| 7D | +0.8% | -1.1% | +1.9% | +1.1% |
| 30D | +12.2% | +4.1% | +8.1% | +10.9% |
| 3M | +33.8% | +17.9% | +15.9% | +27.4% |
| 6M | +39.3% | +29.2% | +10.1% | +28.7% |
| YTD | +72.9% | +27.4% | +45.5% | +59.7% |
| 1Y | +84.6% | +56.8% | +27.7% | +60.1% |
| 3Y | +46.2% | +68.0% | -21.8% | +23.9% |
| 5Y | -21.3% | +61.9% | -83.2% | -32.6% |
| 10Y | +213.5% | +316.0% | -102.5% | +107.4% |
| All | +6,242.0% | +30,859.1% | -24,617.1% | +1,796.3% |
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