+332.6%
EXPD vs BTG
+148.3%
+184.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.2% | -2.5% | +2.5% |
| 7D | -5.5% | +19.1% | -24.5% | -6.3% |
| 30D | -1.9% | +8.2% | -10.1% | -2.3% |
| 3M | +6.1% | +13.3% | -7.2% | +5.3% |
| 6M | +21.6% | +8.1% | +13.5% | +20.7% |
| YTD | +27.9% | +27.5% | +0.4% | +25.5% |
| 1Y | +39.4% | +47.1% | -7.7% | +35.8% |
| 3Y | +72.7% | +105.8% | -33.1% | +63.2% |
| 5Y | +60.3% | +55.8% | +4.5% | +52.2% |
| 10Y | +332.6% | +161.8% | +170.8% | +315.7% |
| All | +332.6% | +148.3% | +184.3% | +315.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 10y: compounded portfolio wealth divided by compounded BTG 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…
10y analysis · Full analysis span regression · 6 months rolling