+69.2%
EXPD vs RVTY
+12.6%
+56.6%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | -1.1% | +1.1% | -2.2% | -1.4% |
| 30D | +4.1% | +13.2% | -9.1% | +0.9% |
| 3M | +17.9% | +27.2% | -9.3% | +10.7% |
| 6M | +29.2% | +32.4% | -3.2% | +19.3% |
| YTD | +27.4% | +34.9% | -7.5% | +16.8% |
| 1Y | +56.8% | +52.4% | +4.5% | +38.7% |
| All | +69.2% | +12.6% | +56.6% | +63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 3y: compounded portfolio wealth divided by compounded RVTY 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…
3y analysis · Full analysis span regression · 6 months rolling