+465.1%
EXPD vs UUUU
-92.0%
+557.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +3.2% |
| 3M | +17.9% | -16.7% | +34.6% | +18.6% |
| 6M | +29.2% | -33.7% | +62.9% | +30.8% |
| YTD | +27.4% | -0.5% | +27.8% | +25.3% |
| 1Y | +56.8% | +28.9% | +28.0% | +50.8% |
| 3Y | +68.0% | +99.9% | -31.8% | +54.2% |
| 5Y | +61.9% | +135.3% | -73.4% | +44.2% |
| 10Y | +316.0% | +518.4% | -202.4% | +232.9% |
| All | +465.1% | -92.0% | +557.1% | +373.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling