+334.3%
EXPD vs HRB
+243.1%
+91.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | -1.6% | -8.1% | +6.5% | 0.0% |
| 30D | +0.6% | +15.0% | -14.4% | -2.3% |
| 3M | +9.8% | +10.2% | -0.4% | +7.1% |
| 6M | +25.8% | +44.2% | -18.5% | +15.8% |
| YTD | +31.3% | +21.0% | +10.3% | +24.2% |
| 1Y | +40.9% | +12.0% | +29.0% | +35.4% |
| 3Y | +74.7% | +24.9% | +49.8% | +61.1% |
| 5Y | +62.9% | +144.6% | -81.7% | +28.5% |
| 10Y | +334.3% | +229.4% | +104.9% | +217.5% |
| All | +334.3% | +243.1% | +91.3% | +217.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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