+158.0%
EXPE vs BBWI
-58.2%
+216.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.3% | +5.6% | +1.2% |
| 7D | -11.5% | -4.4% | -7.1% | -10.4% |
| 30D | -13.1% | -7.4% | -5.7% | -11.5% |
| 3M | +18.1% | -2.2% | +20.4% | +18.0% |
| 6M | +13.3% | -16.3% | +29.6% | +16.8% |
| YTD | -3.2% | -9.1% | +5.9% | -3.4% |
| 1Y | +26.1% | -34.5% | +60.7% | +36.6% |
| 3Y | +151.7% | -47.0% | +198.7% | +175.7% |
| 5Y | +88.3% | -68.8% | +157.2% | +131.5% |
| 10Y | +158.0% | -57.4% | +215.4% | +98.3% |
| All | +158.0% | -58.2% | +216.3% | +98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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