+334.3%
EXPD vs BUD
-4.5%
+338.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.3% | +5.1% | +3.4% |
| 7D | -1.6% | +0.5% | -2.1% | -1.7% |
| 30D | +0.6% | +7.4% | -6.8% | -1.2% |
| 3M | +9.8% | +4.3% | +5.5% | +8.4% |
| 6M | +25.8% | +5.3% | +20.5% | +23.7% |
| YTD | +31.3% | +33.2% | -2.0% | +21.6% |
| 1Y | +40.9% | +31.8% | +9.2% | +30.8% |
| 3Y | +74.7% | +47.8% | +26.9% | +55.4% |
| 5Y | +62.9% | +50.2% | +12.7% | +42.5% |
| 10Y | +334.3% | -4.8% | +339.2% | +291.5% |
| All | +334.3% | -4.5% | +338.8% | +291.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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