+47.2%
EXPD vs BRKR
+65.8%
-18.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +12.9% | -16.1% | -3.5% |
| 7D | +0.3% | +2.9% | -2.6% | +0.3% |
| 30D | +1.8% | -0.1% | +1.9% | +2.0% |
| 3M | +8.9% | +26.9% | -18.0% | +7.7% |
| 6M | +42.2% | +75.6% | -33.4% | +27.0% |
| YTD | +33.4% | +35.8% | -2.5% | +27.8% |
| 1Y | +47.2% | +58.6% | -11.5% | +32.1% |
| All | +47.2% | +65.8% | -18.7% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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