+38.6%
EXPD vs BUD
+36.0%
+2.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -2.2% |
| 7D | -7.2% | +4.5% | -11.6% | -7.5% |
| 30D | -3.3% | +12.5% | -15.8% | -4.2% |
| 3M | +3.4% | 0.0% | +3.4% | +3.3% |
| 6M | +22.7% | +3.8% | +18.9% | +22.0% |
| YTD | +24.5% | +33.1% | -8.5% | +15.3% |
| 1Y | +38.6% | +35.5% | +3.1% | +26.9% |
| All | +38.6% | +36.0% | +2.7% | +26.9% |
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