+55.9%
EXPD vs RACE
+65.0%
-9.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.9% |
| 7D | -7.2% | +5.1% | -12.2% | -8.2% |
| 30D | -3.3% | +7.7% | -11.0% | -4.9% |
| 3M | +3.4% | +2.2% | +1.2% | +2.7% |
| 6M | +22.7% | +23.8% | -1.1% | +16.1% |
| YTD | +24.5% | +13.9% | +10.6% | +19.3% |
| 1Y | +38.6% | +3.8% | +34.9% | +36.5% |
| 3Y | +71.5% | +28.0% | +43.5% | +49.0% |
| All | +55.9% | +65.0% | -9.1% | +17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling