+59.9%
EXPD vs BUD
+50.9%
+9.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.8% | -6.3% | -4.8% |
| 7D | -4.8% | +7.1% | -11.9% | -6.2% |
| 30D | -1.5% | +12.7% | -14.2% | -4.1% |
| 3M | +4.1% | 0.0% | +4.1% | +3.9% |
| 6M | +24.0% | +7.6% | +16.4% | +21.6% |
| YTD | +27.4% | +35.0% | -7.6% | +17.8% |
| 1Y | +38.4% | +37.6% | +0.8% | +27.3% |
| 3Y | +73.2% | +51.5% | +21.7% | +52.1% |
| 5Y | +59.9% | +50.2% | +9.6% | +38.3% |
| All | +59.9% | +50.9% | +9.0% | +38.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling