+45.9%
BE vs EXPD
+36.2%
+9.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.2% | -4.3% |
| 7D | -13.4% | -7.4% | -6.0% | -9.9% |
| 30D | -33.9% | -2.1% | -31.8% | -32.7% |
| 3M | -12.0% | +5.7% | -17.7% | -13.0% |
| 6M | -29.0% | +21.4% | -50.3% | -33.3% |
| YTD | +113.4% | +27.6% | +85.8% | +77.2% |
| All | +45.9% | +36.2% | +9.8% | +16.1% |
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