+679.5%
BX vs EXPD
+308.0%
+371.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -0.7% |
| 7D | -2.0% | -0.9% | -1.0% | -1.4% |
| 30D | -2.3% | +4.1% | -6.4% | -4.8% |
| 3M | +18.5% | +13.8% | +4.7% | +9.1% |
| 6M | +23.7% | +27.3% | -3.6% | +5.2% |
| YTD | -10.4% | +25.4% | -35.8% | -24.2% |
| 1Y | -19.6% | +54.4% | -73.9% | -41.5% |
| 3Y | +30.8% | +67.9% | -37.1% | -11.3% |
| 5Y | +24.3% | +59.2% | -34.8% | -14.2% |
| 10Y | +679.5% | +308.6% | +370.9% | +188.9% |
| All | +679.5% | +308.0% | +371.5% | +188.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling