+55.9%
EXPD vs HRB
+145.8%
-89.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.2% | +2.0% | -1.5% |
| 7D | -7.2% | +2.7% | -9.9% | -7.6% |
| 30D | -3.3% | +22.1% | -25.4% | -6.7% |
| 3M | +3.4% | +15.7% | -12.3% | +0.2% |
| 6M | +22.7% | +83.3% | -60.6% | +8.7% |
| YTD | +24.5% | +25.0% | -0.5% | +18.2% |
| 1Y | +38.6% | +6.9% | +31.7% | +35.7% |
| 3Y | +71.5% | +39.0% | +32.5% | +54.4% |
| All | +55.9% | +145.8% | -89.9% | +26.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling