+69.2%
EXPD vs HRB
+36.4%
+32.8%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.0% | +4.9% | +1.4% |
| 7D | -1.1% | -5.7% | +4.5% | -0.4% |
| 30D | +4.1% | +7.9% | -3.8% | +2.7% |
| 3M | +17.9% | +32.1% | -14.2% | +13.1% |
| 6M | +29.2% | +62.2% | -33.0% | +20.1% |
| YTD | +27.4% | +16.4% | +11.0% | +23.6% |
| 1Y | +56.8% | -0.3% | +57.1% | +55.7% |
| All | +69.2% | +36.4% | +32.8% | +49.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling