+36.4%
EXPD vs SBAC
-0.1%
+36.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.5% | +2.2% | +2.7% |
| 7D | -5.5% | +3.0% | -8.4% | -5.5% |
| 30D | -1.9% | +4.3% | -6.2% | -1.9% |
| 3M | +6.1% | +4.1% | +1.9% | +6.1% |
| 6M | +21.6% | -11.6% | +33.2% | +21.0% |
| YTD | +27.9% | +0.4% | +27.5% | +26.2% |
| All | +36.4% | -0.1% | +36.6% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 1y: compounded portfolio wealth divided by compounded SBAC 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…
1y analysis · Full analysis span regression · 6 months rolling