+352.5%
EXPD vs RACE
+688.6%
-336.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.3% | -7.5% | -4.3% |
| 7D | +0.3% | +9.9% | -9.6% | -2.2% |
| 30D | +1.8% | +12.8% | -11.0% | -1.3% |
| 3M | +8.9% | +7.4% | +1.6% | +6.8% |
| 6M | +42.2% | +27.6% | +14.6% | +32.4% |
| YTD | +33.4% | +18.4% | +15.0% | +25.6% |
| 1Y | +47.2% | +9.5% | +37.6% | +41.6% |
| 3Y | +81.3% | +33.9% | +47.4% | +59.3% |
| 5Y | +60.2% | +74.9% | -14.7% | +27.4% |
| 10Y | +339.5% | +814.9% | -475.4% | +132.6% |
| All | +352.5% | +688.6% | -336.2% | +139.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling