+1,683.6%
BE vs EXPD
+72.3%
+1,611.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.7% | +9.2% | +10.7% |
| 7D | -1.2% | -5.5% | +4.3% | +1.6% |
| 30D | -30.9% | -1.9% | -29.0% | -29.9% |
| 3M | -11.6% | +6.1% | -17.7% | -13.0% |
| 6M | -25.7% | +21.6% | -47.3% | -30.8% |
| YTD | +123.1% | +27.9% | +95.2% | +102.5% |
| 1Y | +43.4% | +39.4% | +4.0% | +26.4% |
| 3Y | +1,683.6% | +72.7% | +1,611.0% | +1,083.3% |
| All | +1,683.6% | +72.3% | +1,611.4% | +1,083.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling