+36.1%
EXPD vs UUUU
-58.9%
+95.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.8% | +7.6% | -0.3% |
| 7D | -7.4% | -6.9% | -0.5% | -7.5% |
| 30D | -2.1% | -32.3% | +30.2% | -2.8% |
| 3M | +5.7% | -52.8% | +58.5% | +4.2% |
| 6M | +21.4% | -68.5% | +89.8% | +18.6% |
| YTD | +27.6% | -53.6% | +81.3% | +21.1% |
| 1Y | +36.1% | -59.1% | +95.2% | +29.6% |
| All | +36.1% | -58.9% | +95.0% | +29.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling