+308.6%
EXPD vs UUUU
+519.5%
-210.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.5% | -1.6% |
| 7D | -0.9% | +2.8% | -3.7% | -1.1% |
| 30D | +4.1% | +3.4% | +0.7% | +3.7% |
| 3M | +13.8% | -3.9% | +17.7% | +13.6% |
| 6M | +27.3% | -23.2% | +50.5% | +28.0% |
| YTD | +25.4% | +0.6% | +24.9% | +22.4% |
| 1Y | +54.4% | +22.9% | +31.5% | +46.1% |
| 3Y | +67.9% | +98.6% | -30.8% | +47.5% |
| 5Y | +59.2% | +130.2% | -71.1% | +33.8% |
| 10Y | +308.6% | +519.5% | -210.9% | +183.8% |
| All | +308.6% | +519.5% | -210.9% | +183.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling