+776.8%
RVMD vs EXPD
+75.3%
+701.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.2% |
| 7D | -10.4% | +5.5% | -15.9% | -11.6% |
| 30D | -11.0% | -0.8% | -10.2% | -10.7% |
| 3M | -14.7% | +4.1% | -18.9% | -15.5% |
| 6M | +14.9% | +25.7% | -10.8% | +8.7% |
| YTD | +116.3% | +31.4% | +84.9% | +100.1% |
| 1Y | +167.6% | +42.2% | +125.4% | +140.7% |
| 3Y | +776.8% | +77.2% | +699.6% | +562.5% |
| All | +776.8% | +75.3% | +701.5% | +562.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling