+387.2%
BE vs EXPD
+55.6%
+331.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -6.6% | -6.9% | -9.1% |
| 7D | -14.7% | -7.2% | -7.6% | -9.8% |
| 30D | -40.5% | -3.3% | -37.3% | -38.9% |
| 3M | -24.3% | +3.4% | -27.7% | -25.5% |
| 6M | -39.3% | +22.7% | -62.0% | -47.2% |
| YTD | +99.4% | +24.5% | +74.8% | +68.7% |
| 1Y | +26.6% | +38.6% | -12.1% | -0.6% |
| 3Y | +1,616.9% | +71.5% | +1,545.4% | +965.2% |
| All | +387.2% | +55.6% | +331.6% | +193.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling