+72.7%
EXPD vs BB
+145.9%
-73.2%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.5% | -2.8% | +2.4% |
| 7D | -5.5% | +15.0% | -20.4% | -6.3% |
| 30D | -1.9% | +3.5% | -5.4% | -2.3% |
| 3M | +6.1% | +2.7% | +3.4% | +5.5% |
| 6M | +21.6% | +44.7% | -23.1% | +16.8% |
| YTD | +27.9% | +143.3% | -115.4% | +17.4% |
| 1Y | +39.4% | +102.2% | -62.8% | +29.6% |
| 3Y | +72.7% | +156.1% | -83.5% | +47.6% |
| All | +72.7% | +145.9% | -73.2% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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