+21.2%
BDX vs EXPD
+55.4%
-34.3%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.5% | -2.9% |
| 7D | -4.3% | -0.9% | -3.4% | -4.2% |
| 30D | +1.3% | +4.1% | -2.8% | +0.8% |
| 3M | +20.2% | +13.8% | +6.5% | +18.3% |
| 6M | +8.6% | +27.3% | -18.7% | +5.4% |
| YTD | +19.0% | +25.4% | -6.5% | +15.0% |
| 1Y | +21.2% | +54.4% | -33.2% | +12.6% |
| All | +21.2% | +55.4% | -34.3% | +12.6% |
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