+55.9%
EXPD vs BTG
+47.1%
+8.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.5% | -4.7% | -2.4% |
| 7D | -7.2% | +17.4% | -24.6% | -8.1% |
| 30D | -3.3% | +8.0% | -11.3% | -3.8% |
| 3M | +3.4% | +32.5% | -29.1% | +1.3% |
| 6M | +22.7% | +21.6% | +1.1% | +20.6% |
| YTD | +24.5% | +21.2% | +3.3% | +21.9% |
| 1Y | +38.6% | +43.9% | -5.2% | +33.9% |
| 3Y | +71.5% | +78.6% | -7.1% | +59.1% |
| All | +55.9% | +47.1% | +8.8% | +43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling