+27.3%
EXPE vs A
+16.1%
+11.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -2.7% | -5.2% | -7.0% |
| 7D | -9.8% | -2.1% | -7.7% | -9.0% |
| 30D | -11.5% | +0.6% | -12.1% | -12.0% |
| 3M | +21.7% | +10.9% | +10.8% | +16.6% |
| 6M | +10.4% | +28.2% | -17.8% | +0.2% |
| YTD | -2.5% | +8.6% | -11.1% | -3.9% |
| 1Y | +27.3% | +15.5% | +11.8% | +25.5% |
| All | +27.3% | +16.1% | +11.2% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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