+40.9%
EXPD vs TAP
-11.8%
+52.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.7% | +3.6% | +2.9% |
| 7D | -1.6% | -8.0% | +6.4% | -1.2% |
| 30D | +0.6% | +4.1% | -3.5% | +0.4% |
| 3M | +9.8% | -4.4% | +14.2% | +10.0% |
| 6M | +25.8% | -1.9% | +27.7% | +25.6% |
| YTD | +31.3% | -12.1% | +43.3% | +26.8% |
| 1Y | +40.9% | -12.0% | +53.0% | +36.2% |
| All | +40.9% | -11.8% | +52.7% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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