+38.4%
EXPD vs RACE
+5.8%
+32.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.3% | -2.1% | -4.7% |
| 7D | -4.8% | +5.7% | -10.5% | -4.3% |
| 30D | -1.5% | +9.3% | -10.8% | -0.6% |
| 3M | +4.1% | +3.8% | +0.3% | +4.6% |
| 6M | +24.0% | +29.8% | -5.8% | +28.9% |
| YTD | +27.4% | +15.6% | +11.8% | +30.9% |
| 1Y | +38.4% | +5.1% | +33.3% | +45.1% |
| All | +38.4% | +5.8% | +32.6% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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