+308.6%
EXPD vs MDY
+170.4%
+138.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.1% |
| 7D | -0.9% | +1.0% | -2.0% | -1.6% |
| 30D | +4.1% | -3.1% | +7.2% | +6.3% |
| 3M | +13.8% | +1.8% | +11.9% | +12.4% |
| 6M | +27.3% | +10.8% | +16.5% | +18.3% |
| YTD | +25.4% | +14.4% | +11.0% | +14.2% |
| 1Y | +54.4% | +15.2% | +39.2% | +39.8% |
| 3Y | +67.9% | +51.2% | +16.7% | +25.0% |
| 5Y | +59.2% | +47.2% | +11.9% | +20.2% |
| 10Y | +308.6% | +171.1% | +137.4% | +109.4% |
| All | +308.6% | +170.4% | +138.2% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling