+175.8%
EXPE vs AMC
-98.9%
+274.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.3% | -6.0% | -1.9% |
| 7D | -9.5% | +2.3% | -11.8% | -9.6% |
| 30D | -6.6% | -0.7% | -5.9% | -6.6% |
| 3M | +31.4% | +35.2% | -3.8% | +28.7% |
| 6M | +35.2% | +124.6% | -89.4% | +28.9% |
| YTD | +5.8% | +69.9% | -64.1% | +2.0% |
| 1Y | +38.7% | -2.6% | +41.2% | +36.8% |
| 3Y | +175.8% | -79.8% | +255.6% | +182.2% |
| 5Y | +111.8% | -99.4% | +211.2% | +138.1% |
| All | +175.8% | -98.9% | +274.6% | +137.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling