+308.6%
EXPD vs TRU
+138.6%
+169.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.3% | -0.7% |
| 7D | -0.9% | -7.2% | +6.3% | +1.2% |
| 30D | +4.1% | -2.8% | +6.9% | +4.7% |
| 3M | +13.8% | +13.0% | +0.8% | +8.8% |
| 6M | +27.3% | +0.7% | +26.6% | +25.3% |
| YTD | +25.4% | -9.0% | +34.4% | +26.6% |
| 1Y | +54.4% | -16.3% | +70.7% | +59.1% |
| 3Y | +67.9% | -1.1% | +68.9% | +56.2% |
| 5Y | +59.2% | -36.0% | +95.2% | +69.2% |
| 10Y | +308.6% | +139.9% | +168.7% | +200.3% |
| All | +308.6% | +138.6% | +169.9% | +200.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TRU 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling