+42.2%
EXPD vs RACE
+27.8%
+14.5%
-8.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.3% | -7.5% | -2.8% |
| 7D | +0.3% | +9.9% | -9.6% | +1.2% |
| 30D | +1.8% | +12.8% | -11.0% | +3.1% |
| 3M | +8.9% | +7.4% | +1.6% | +10.0% |
| 6M | +42.2% | +27.6% | +14.6% | +50.3% |
| All | +42.2% | +27.8% | +14.5% | +50.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling