+72.9%
PBR vs EXPD
+53.8%
+19.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -3.2% | -3.7% | -6.9% |
| 7D | -11.0% | +0.3% | -11.3% | -10.9% |
| 30D | -18.8% | +1.8% | -20.6% | -18.7% |
| 3M | +7.8% | +8.9% | -1.1% | +8.1% |
| 6M | -7.6% | +42.2% | -49.8% | -7.2% |
| YTD | +72.7% | +33.4% | +39.3% | +75.0% |
| 1Y | +72.9% | +47.2% | +25.8% | +71.9% |
| All | +72.9% | +53.8% | +19.2% | +71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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