+466.3%
EXPD vs UUUU
-96.3%
+562.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.8% | +7.6% | +0.2% |
| 7D | -7.4% | -6.9% | -0.5% | -7.1% |
| 30D | -2.1% | -32.3% | +30.2% | -0.3% |
| 3M | +5.7% | -52.8% | +58.5% | +9.5% |
| 6M | +21.4% | -68.5% | +89.8% | +27.8% |
| YTD | +27.6% | -53.6% | +81.3% | +30.3% |
| 1Y | +36.1% | -59.1% | +95.2% | +39.6% |
| 3Y | +69.9% | -14.7% | +84.6% | +62.7% |
| 5Y | +59.7% | -35.4% | +95.1% | +52.1% |
| 10Y | +323.0% | +378.0% | -55.0% | +244.5% |
| All | +466.3% | -96.3% | +562.5% | +392.2% |
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