+40.9%
EXPD vs BUD
+32.7%
+8.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.3% | +5.1% | +3.0% |
| 7D | -1.6% | +0.5% | -2.1% | -1.6% |
| 30D | +0.6% | +7.4% | -6.8% | 0.0% |
| 3M | +9.8% | +4.3% | +5.5% | +9.3% |
| 6M | +25.8% | +5.3% | +20.5% | +24.8% |
| YTD | +31.3% | +33.2% | -2.0% | +20.6% |
| 1Y | +40.9% | +31.8% | +9.2% | +30.2% |
| All | +40.9% | +32.7% | +8.2% | +30.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling