+62.8%
EXPD vs MDY
+46.2%
+16.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | -1.1% | +0.1% | -1.3% | -1.2% |
| 30D | +4.1% | -1.5% | +5.6% | +5.2% |
| 3M | +17.9% | +0.8% | +17.1% | +17.2% |
| 6M | +29.2% | +7.4% | +21.8% | +22.3% |
| YTD | +27.4% | +15.2% | +12.2% | +14.6% |
| 1Y | +56.8% | +16.5% | +40.3% | +39.9% |
| 3Y | +68.0% | +46.8% | +21.3% | +24.2% |
| All | +62.8% | +46.2% | +16.6% | +19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling