+676.1%
PBR vs EXPD
+316.4%
+359.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | 0.0% |
| 7D | +0.3% | +1.2% | -0.8% | -0.1% |
| 30D | +17.5% | +5.2% | +12.3% | +15.1% |
| 3M | +20.9% | +13.2% | +7.7% | +14.7% |
| 6M | +20.2% | +30.3% | -10.1% | +7.1% |
| YTD | +84.3% | +27.0% | +57.3% | +64.2% |
| 1Y | +77.1% | +57.3% | +19.8% | +42.6% |
| 3Y | +100.8% | +70.0% | +30.8% | +52.3% |
| 5Y | +556.1% | +61.6% | +494.5% | +390.2% |
| 10Y | +676.1% | +321.1% | +355.0% | +252.2% |
| All | +676.1% | +316.4% | +359.7% | +252.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling