+158.0%
EXPE vs BAX
-37.8%
+195.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.1% |
| 7D | -11.5% | -5.1% | -6.4% | -10.0% |
| 30D | -13.1% | -12.2% | -0.9% | -9.5% |
| 3M | +18.1% | +21.8% | -3.7% | +11.1% |
| 6M | +13.3% | +36.3% | -23.0% | +2.6% |
| YTD | -3.2% | +27.8% | -31.0% | -11.9% |
| 1Y | +26.1% | -0.1% | +26.2% | +23.4% |
| 3Y | +151.7% | -33.3% | +185.0% | +172.5% |
| 5Y | +88.3% | -67.1% | +155.4% | +158.3% |
| 10Y | +158.0% | -36.9% | +194.9% | +194.8% |
| All | +158.0% | -37.8% | +195.8% | +194.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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