+77.0%
EXPD vs IBN
+58.3%
+18.7%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +2.9% |
| 7D | -1.6% | +11.1% | -12.7% | -2.6% |
| 30D | +0.6% | +23.9% | -23.2% | -1.8% |
| 3M | +9.8% | +16.3% | -6.5% | +8.0% |
| 6M | +25.8% | +34.2% | -8.5% | +21.3% |
| YTD | +31.3% | +17.6% | +13.7% | +28.7% |
| 1Y | +40.9% | +13.8% | +27.1% | +38.9% |
| All | +77.0% | +58.3% | +18.7% | +65.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling