+64.8%
BE vs EXPD
+40.0%
+24.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +2.9% | +10.1% | +11.4% |
| 7D | +4.5% | -1.6% | +6.1% | +5.7% |
| 30D | -20.1% | +0.6% | -20.7% | -19.7% |
| 3M | -0.8% | +9.8% | -10.6% | -3.7% |
| 6M | -26.2% | +25.8% | -52.0% | -31.9% |
| YTD | +141.1% | +31.3% | +109.8% | +97.4% |
| 1Y | +64.8% | +40.9% | +23.9% | +29.3% |
| All | +64.8% | +40.0% | +24.8% | +29.3% |
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 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