-2.8%
EXPE vs BB
+99.6%
-102.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -1.1% |
| 7D | -0.5% | +1.8% | -2.3% | -0.6% |
| 30D | -6.1% | +8.1% | -14.2% | -6.6% |
| 3M | -21.3% | -1.0% | -20.3% | -21.3% |
| 6M | +19.0% | +45.9% | -26.9% | +9.4% |
| YTD | -8.4% | +134.8% | -143.2% | -28.9% |
| 1Y | -2.8% | +104.6% | -107.4% | -24.1% |
| All | -2.8% | +99.6% | -102.3% | -24.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling