+40.5%
EXPD vs MDY
+13.9%
+26.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.7% | +1.3% |
| 7D | +3.6% | +3.0% | +0.6% | +1.6% |
| 30D | +0.3% | +0.8% | -0.5% | -0.2% |
| 3M | +6.1% | -5.1% | +11.2% | +9.6% |
| 6M | +27.4% | +1.2% | +26.2% | +26.4% |
| YTD | +32.0% | +12.5% | +19.5% | +23.0% |
| 1Y | +40.5% | +13.8% | +26.8% | +30.0% |
| All | +40.5% | +13.9% | +26.6% | +30.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling