+62.9%
EXPD vs BB
-11.2%
+74.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.8% | 0.0% | +2.6% |
| 7D | -1.6% | +7.3% | -8.9% | -2.3% |
| 30D | +0.6% | +11.2% | -10.6% | -0.8% |
| 3M | +9.8% | +4.7% | +5.1% | +8.6% |
| 6M | +25.8% | +51.1% | -25.4% | +17.5% |
| YTD | +31.3% | +148.0% | -116.8% | +14.8% |
| 1Y | +40.9% | +106.1% | -65.2% | +25.9% |
| 3Y | +74.7% | +158.2% | -83.5% | +44.6% |
| 5Y | +62.9% | -10.8% | +73.7% | +49.1% |
| All | +62.9% | -11.2% | +74.1% | +49.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling