+127.7%
EXPE vs BB
+21.8%
+105.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -0.8% |
| 7D | -0.5% | +1.8% | -2.3% | -0.8% |
| 30D | -6.1% | +8.1% | -14.2% | -7.8% |
| 3M | -21.3% | -1.0% | -20.3% | -22.1% |
| 6M | +19.0% | +45.9% | -26.9% | +7.3% |
| YTD | -8.4% | +134.8% | -143.2% | -24.9% |
| 1Y | -2.8% | +104.6% | -107.4% | -18.5% |
| 3Y | +120.8% | +152.8% | -32.1% | +69.7% |
| 5Y | +46.2% | -17.4% | +63.6% | +30.6% |
| All | +127.7% | +21.8% | +105.9% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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