+26.4%
V vs EXPD
+35.2%
-8.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.3% |
| 7D | +2.2% | -7.2% | +9.4% | +3.0% |
| 30D | +13.6% | -3.3% | +16.9% | +13.9% |
| 3M | +14.3% | +3.4% | +10.9% | +13.8% |
| 6M | +33.1% | +22.7% | +10.4% | +30.0% |
| YTD | +21.2% | +24.5% | -3.3% | +18.1% |
| 1Y | +26.4% | +38.6% | -12.2% | +21.2% |
| All | +26.4% | +35.2% | -8.7% | +21.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling