+36.4%
EXPD vs MDY
+14.9%
+21.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.2% | -0.5% | +0.6% |
| 7D | -5.5% | +0.7% | -6.1% | -5.8% |
| 30D | -1.9% | +1.3% | -3.2% | -2.7% |
| 3M | +6.1% | -4.1% | +10.2% | +8.9% |
| 6M | +21.6% | +1.0% | +20.6% | +20.8% |
| YTD | +27.9% | +13.3% | +14.6% | +18.5% |
| All | +36.4% | +14.9% | +21.6% | +25.3% |
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