+38.6%
EXPD vs IBN
+14.0%
+24.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.2% | -6.4% | -2.2% |
| 7D | -7.2% | +15.1% | -22.2% | -7.5% |
| 30D | -3.3% | +21.6% | -24.9% | -4.1% |
| 3M | +3.4% | +11.2% | -7.8% | +3.2% |
| 6M | +22.7% | +27.8% | -5.1% | +21.0% |
| YTD | +24.5% | +14.7% | +9.9% | +24.1% |
| 1Y | +38.6% | +14.4% | +24.2% | +39.3% |
| All | +38.6% | +14.0% | +24.7% | +39.3% |
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