-6.2%
BN vs EXPD
+39.7%
-45.9%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.7% | +1.1% | +3.6% |
| 7D | +3.6% | -5.5% | +9.1% | +4.1% |
| 30D | +15.9% | -1.9% | +17.7% | +15.9% |
| 3M | -2.3% | +6.1% | -8.4% | -3.1% |
| 6M | -8.4% | +21.6% | -30.0% | -10.0% |
| YTD | -5.9% | +27.9% | -33.8% | -11.3% |
| All | -6.2% | +39.7% | -45.9% | -14.1% |
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