+56.8%
EXPD vs IBN
-4.0%
+60.8%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +0.9% |
| 7D | -1.1% | +1.4% | -2.5% | -1.2% |
| 30D | +4.1% | -0.3% | +4.4% | +4.1% |
| 3M | +17.9% | +17.1% | +0.8% | +16.8% |
| 6M | +29.2% | +3.4% | +25.8% | +29.0% |
| YTD | +27.4% | +2.5% | +24.8% | +27.1% |
| 1Y | +56.8% | -4.2% | +61.0% | +56.5% |
| All | +56.8% | -4.0% | +60.8% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1y: compounded portfolio wealth divided by compounded IBN 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…
1y analysis · Full analysis span regression · 6 months rolling