+36.4%
EXPD vs BR
-10.8%
+47.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.0% | +1.7% | +2.6% |
| 7D | -5.5% | +4.4% | -9.9% | -5.9% |
| 30D | -1.9% | +16.3% | -18.1% | -3.7% |
| 3M | +6.1% | +16.2% | -10.1% | +4.0% |
| 6M | +21.6% | +30.3% | -8.7% | +17.8% |
| YTD | +27.9% | -12.2% | +40.1% | +34.9% |
| All | +36.4% | -10.8% | +47.2% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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