+62.8%
EXPD vs UUUU
+126.1%
-63.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | -1.1% | -1.4% | +0.2% | -1.1% |
| 30D | +4.1% | +16.3% | -12.2% | +3.0% |
| 3M | +17.9% | -16.7% | +34.6% | +18.7% |
| 6M | +29.2% | -33.7% | +62.9% | +31.2% |
| YTD | +27.4% | -0.5% | +27.8% | +23.9% |
| 1Y | +56.8% | +28.9% | +28.0% | +46.2% |
| 3Y | +68.0% | +99.9% | -31.8% | +43.5% |
| All | +62.8% | +126.1% | -63.3% | +30.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling