+85.6%
BEN vs EXPD
+71.7%
+13.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.2% |
| 7D | +12.1% | -7.4% | +19.5% | +15.3% |
| 30D | +13.4% | -2.1% | +15.5% | +14.2% |
| 3M | +9.4% | +5.7% | +3.7% | +7.0% |
| 6M | +19.3% | +21.4% | -2.1% | +10.5% |
| YTD | +57.3% | +27.6% | +29.6% | +41.2% |
| 1Y | +69.1% | +36.1% | +33.0% | +47.3% |
| 3Y | +85.6% | +69.9% | +15.7% | +32.7% |
| All | +85.6% | +71.7% | +13.9% | +32.7% |
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