+332.6%
EXPD vs MDY
+180.7%
+151.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.2% | -0.5% | +0.5% |
| 7D | -5.5% | +0.7% | -6.1% | -5.9% |
| 30D | -1.9% | +1.3% | -3.2% | -2.8% |
| 3M | +6.1% | -4.1% | +10.2% | +9.1% |
| 6M | +21.6% | +1.0% | +20.6% | +20.6% |
| YTD | +27.9% | +13.3% | +14.6% | +17.1% |
| 1Y | +39.4% | +15.7% | +23.7% | +25.8% |
| 3Y | +72.7% | +59.6% | +13.1% | +23.7% |
| 5Y | +60.3% | +36.3% | +24.0% | +27.1% |
| 10Y | +332.6% | +173.6% | +158.9% | +107.2% |
| All | +332.6% | +180.7% | +151.8% | +107.2% |
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