+596.2%
EXPD vs BUD
+201.1%
+395.1%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | -1.1% | +0.3% | -1.4% | -1.2% |
| 30D | +4.1% | -5.7% | +9.7% | +5.9% |
| 3M | +17.9% | +3.1% | +14.8% | +16.5% |
| 6M | +29.2% | +7.9% | +21.4% | +25.7% |
| YTD | +27.4% | +27.3% | 0.0% | +17.1% |
| 1Y | +56.8% | +37.8% | +19.0% | +40.5% |
| 3Y | +68.0% | +49.8% | +18.2% | +43.5% |
| 5Y | +61.9% | +43.8% | +18.0% | +37.6% |
| 10Y | +316.0% | -22.6% | +338.6% | +320.4% |
| All | +596.2% | +201.1% | +395.1% | +235.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling