+1,996.9%
EXPD vs BRKR
+173.2%
+1,823.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.8% |
| 7D | +1.2% | -9.8% | +11.0% | +2.8% |
| 30D | +6.8% | -6.1% | +12.9% | +7.7% |
| 3M | +14.9% | -2.4% | +17.3% | +14.0% |
| 6M | +34.6% | +46.7% | -12.1% | +23.7% |
| YTD | +27.7% | +14.0% | +13.7% | +22.1% |
| 1Y | +57.7% | +76.5% | -18.9% | +39.8% |
| 3Y | +70.9% | -11.7% | +82.6% | +65.1% |
| 5Y | +59.5% | -39.3% | +98.8% | +62.0% |
| 10Y | +323.3% | +154.1% | +169.3% | +238.3% |
| All | +1,996.9% | +173.2% | +1,823.7% | +1,153.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling