+71.5%
EXPD vs UUUU
-18.4%
+89.9%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.3% | -2.3% |
| 7D | -7.2% | -13.6% | +6.5% | -7.1% |
| 30D | -3.3% | -35.1% | +31.8% | -3.0% |
| 3M | +3.4% | -48.4% | +51.8% | +3.7% |
| 6M | +22.7% | -71.7% | +94.4% | +23.6% |
| YTD | +24.5% | -54.2% | +78.7% | +23.5% |
| 1Y | +38.6% | -56.0% | +94.6% | +37.6% |
| 3Y | +71.5% | -13.1% | +84.6% | +59.3% |
| All | +71.5% | -18.4% | +89.9% | +59.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling