+62.8%
EXPD vs RVTY
-30.5%
+93.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | -1.1% | +1.1% | -2.2% | -1.5% |
| 30D | +4.1% | +13.2% | -9.1% | +0.1% |
| 3M | +17.9% | +27.2% | -9.3% | +8.8% |
| 6M | +29.2% | +32.4% | -3.2% | +16.8% |
| YTD | +27.4% | +34.9% | -7.5% | +14.2% |
| 1Y | +56.8% | +52.4% | +4.5% | +34.2% |
| 3Y | +68.0% | +12.3% | +55.8% | +55.9% |
| All | +62.8% | -30.5% | +93.3% | +77.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling