+1,574.6%
BE vs EXPD
+68.7%
+1,505.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.9% | +6.5% | +7.0% |
| 7D | +20.0% | -1.1% | +21.1% | +20.6% |
| 30D | +7.9% | +4.1% | +3.8% | +6.3% |
| 3M | -13.2% | +17.9% | -31.1% | -18.9% |
| 6M | +53.5% | +29.2% | +24.2% | +37.4% |
| YTD | +191.0% | +27.4% | +163.7% | +160.3% |
| 1Y | +360.5% | +56.8% | +303.7% | +273.5% |
| All | +1,574.6% | +68.7% | +1,505.9% | +1,070.0% |
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