+323.0%
EXPD vs HRB
+252.0%
+71.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -7.4% | -4.0% | -3.4% | -6.7% |
| 30D | -2.1% | +15.8% | -17.9% | -5.1% |
| 3M | +5.7% | +12.0% | -6.3% | +2.7% |
| 6M | +21.4% | +40.7% | -19.4% | +12.3% |
| YTD | +27.6% | +21.0% | +6.6% | +20.7% |
| 1Y | +36.1% | +11.7% | +24.5% | +30.8% |
| 3Y | +69.9% | +25.0% | +44.9% | +56.6% |
| 5Y | +59.7% | +141.0% | -81.3% | +26.4% |
| 10Y | +323.0% | +241.3% | +81.8% | +208.3% |
| All | +323.0% | +252.0% | +71.1% | +208.3% |
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